R
$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
31 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-1995
- Office Locations
- 1
Office Locations
-- LOS Angeles CA
About Ronald A. Lederkramer, CPA, CFP
Ronald A. Lederkramer, CPA, CFP is a LOS Angeles-based RIA. The firm has been operating for 31 years. Managing $11.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.1M AVG AUM / ADVISOR
$737.3K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
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Owner & Executives
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R
RONALD ALAN LEDERKRAMER
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- CRD
- #1775710
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,060,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,060,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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