Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel is an investment advisor in Long Beach with $206.48M assets under management.
Company profile
Website
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
5305 EAST 2ND STREET
STE 201
LONG BEACH
CA 90803
Phone
5624345305
Brochures
Investment data
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
Ownership
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
19 Apr 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Jan 21
13F-HR
Quarterly holdings report by institutional manager
13 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Jul 20
13F-HR
Quarterly holdings report by institutional manager
20 Apr 20
13F-HR
Quarterly holdings report by institutional manager
7 Feb 20