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Lederer & Associates Investment Counsel

Lederer & Associates Investment Counsel is an investment advisor in Long Beach with $206.48M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330144040
SEC advisor number
801-26228
FINRA CRD number
110376
AUM ?
$243.58M (as of 13 Dec 21)
Accounts
81 (as of 13 Dec 21)
Employees
3 (2 investment advisory or research)
Address
Lederer & Associates Investment Counsel
5305 EAST 2ND STREET
STE 201
LONG BEACH
CA 90803
Phone
5624345305

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 73 long holdings
End of quarter 31 Dec 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$15.23M 243.5K 215.86K +12.8
$14.02M 78.95K 79.54K -0.7
$11.44M 34.01K 34.24K -0.7
$6.74M 2.33K 2.42K -3.7
$4.9M 1.47K 1.5K -2.1
$4.07M 4.44K 4.47K -0.6
$4.04M 16.38K 18.29K -10.5
$3.63M 12.35K 12.65K -2.4
$3.51M 10.44K 10.67K -2.2
$3.36M 21.21K 21.17K +0.2
$3.32M 19.4K 19.39K 0
$3.21M 34.37K 34.2K +0.5
$3.11M 14.36K 14.26K +0.7
$3.06M 16.21K 16.2K +0.1
$3.02M 35.13K 35.76K -1.8
$2.84M 7.98K 8.06K -1.0
$2.79M 10.39K 10.45K -0.6
$2.68M 42.34K 43.96K -3.7
$2.62M 15.71K 15.76K -0.3
$2.6M 11.55K 11.68K -1.1
$2.59M 41.6K 42.55K -2.2
$2.59M 5.59K 5.75K -2.8
$2.54M 13.13K 13.06K +0.5
$2.54M 5.37K 5.53K -2.8
$2.47M 4.36K 4.55K -4.2
$2.46M 8.22K 7.69K +6.8
$2.38M 9.45K 9.38K +0.8
$2.31M 14.15K 14.36K -1.5
$2.2M 21.26K 20.61K +3.2
$2.13M 11.3K 11.59K -2.5
$2.13M 7.97K 8.1K -1.6
$2.11M 13.61K 12.37K +10.0
$2.05M 3.62K 3.79K -4.6
$1.98M 16.93K 16.95K -0.1
$1.92M 4.36K 5.02K -13.2
$1.9M 24.24K 24.99K -3.0
$1.67M 5.71K 4.73K +20.6
$1.5M 28.72K 29.91K -4.0
$1.46M 8.4K 7.53K +11.5
$1.44M 18.29K 18.65K -1.9
$1.43M 21.6K 21.42K +0.9
$1.42M 28.27K 28.92K -2.2
$1.37M 3.29K 3.15K +4.5
$1.34M 22.64K 22.64K 0
$1.34M 13.9K 16.69K -16.7
$1.32M 14.9K 15.26K -2.3
$1.22M 2.44K 2.17K +12.2
$1.22M 7.25K 5.99K +21.0
$1.17M 6.82K 6.82K 0
$1.1M 8.7K 8.7K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

25 Jan 22
30 Sep 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings