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Lederer & associates investment counsel

NettetLederer Investment Office LLC manages a diverse range of investments on behalf of the Lederer family. Those investments span a range of different asset classes, including … Nettet26. mar. 2024 · Lederer & Associates Investment Counsel CA trimmed its stake in Microsoft Co. (NASDAQ:MSFT – Get Rating) by 3.2% in the fourth quarter, Holdings Channel reports. The firm owned 30,834 shares of ...

NVIDIA Co. (NASDAQ:NVDA) Shares Sold by Lederer & Associates Investment …

NettetUNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: LEDERER & ASSOCIATES INVESTMENT COUNSEL CRD Number: 110376 Annual Amendment - All Sections Rev. 10/2024 12/12/2024 11:08:56 AM WARNING: Complete this form truthfully. Nettetlederer & associates investment counsel 5305 east 2nd street, suite 201 long beach, ca 90803-5317 united states phone: 562-434-5305 fax: 562-434-5306 income of the foreign corporation blocked https://digitalpipeline.net

CPA/ PARTNER - LEDERER,LEVINE & ASSOCIATES, LLC - LinkedIn

NettetLederer & Associates Investment Counsel has been managing equity, fixed-income, and balanced portfolios since 1986. The firm has served individual and institutional … Nettet23. mar. 2024 · Lederer & Associates Investment Counsel CA cut its position in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 3.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC ... NettetTeam. Richard Lederer is the President and Chief Investment Officer of Lederer & Associates Investment Counsel, which he co-founded in 1986. Mr. Lederer was previously Vice President of Winrich Capital Management and Senior Investment Officer of Security Pacific National Bank. He has more than 40 years of investment … inception blu-ray

FORM ADV - SEC

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Lederer & associates investment counsel

FORM ADV - SEC

NettetIAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators ... LEDERER & ASSOCIATES INVESTMENT COUNSEL ( CRD # … NettetOn July 23, 2024 - Lederer & Associates Investment Counsel/ca filed a 13F-HR form disclosing ownership of 0 shares of Exxon Mobil Corporation (US:XOM) valued at $0 USD as of June 30, 2024. The entity filed a previous 13F-HR on April 19, 2024 disclosing 859 shares of Exxon Mobil Corporation.

Lederer & associates investment counsel

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NettetLederer & Associates Investment Counsel Company Profile Lederer & Associates Investment Counsel is an investment advisor in Long Beach with $202.08 mm … Nettet24. mai 2024 · Enjoy a 7-Day Free Trial Thru Mar 17, 2024! . Sign Up. Login

Nettet12. des. 2024 · Contact info Phone: 562-434-5305 Fax: 562-434-5306 Client Types: - Individuals (other than high net worth individuals) - High net worth individuals - Charitable organizations Advisory Activities: - Portfolio management for individuals and/or small businesses - Portfolio management for businesses Compensation Arrangments: NettetStewardship Partners offers world-class separate account investment management capabilities to individuals, families, and institutions. We seek to achieve long-term capital gains through ownership in securities of companies that are a blessing to mankind. Conversely, we seek to avoid profiting from owning companies engaged in sinful …

Nettet14. mar. 2024 · February 17, 2024. Lederer & Associates Investment Counsel, registered in 1986, serves 1 state (s) with a licensed staff of 2 advisors. Lederer & … NettetLederer was previously Vice President of Winrich Capital Management and Senior Investment Officer of Security Pacific National Bank. He has more than 40 years of …

Nettet12. des. 2024 · LEDERER & ASSOCIATES INVESTMENT COUNSEL Summary News Filings Brochure Private Funds Service Providers Login Required. Dear User, In order … income of the 1%Nettet21. mar. 2024 · Lederer & Associates Investment Counsel CA lowered its stake in Ball Co. ( NYSE:BALL – Get Rating) by 5.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,696 shares of the company’s stock after selling 644 shares during the period. inception blu ray coverNettet24. mar. 2024 · Lederer & Associates Investment Counsel CA trimmed its position in shares of Amazon.com, Inc. ( NASDAQ:AMZN) by 7.1% in the 4th quarter, according to the company in its most recent... inception blu-ray hmvNettet23. mar. 2024 · Lederer & Associates Investment Counsel CA reduced its holdings in Johnson & Johnson ( NYSE:JNJ – Get Rating) by 2.0% in the 4th quarter, according to its most recent 13F filing with the... inception blu ray jb hi fiNettetLederer & Associates Investment Counsel is located in Long Beach, California, United States. Who are Lederer & Associates Investment Counsel 's competitors? … inception blondeNettetFirm Details for LEDERER & ASSOCIATES INVESTMENT COUNSEL, Location: California, AUM = 202483887.00, Last Form ADV Filed : 12-December-2024, Officers: … income of the philippinesNettetLEDERER & ASSOCIATES INVESTMENT COUNSEL (CRD#:110376) 5305 EAST 2ND STREET SUITE 201, LONG BEACH, CA 90803-5317 . Registered with this firm since 4/20/2004 . Previous Registration(s) Close. th hidden text th hidden text Name Location. For additional information about investment advisers or broker-dealers, please visit . income of the 1% usa