Jonathan
Lederer
Mission Creek Capital Partners, Inc
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About this Advisor
Jonathan Lederer is a financial advisor based in San Francisco, California, working with Mission Creek Capital Partners, Inc. Jonathan has previously held a position at Lederer Private Wealth Management, LLC. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in California, Nevada, and Oregon. Currently, Jonathan is part of Mission Creek Capital Partners, Inc, which operates out of San Francisco, California. The firm has 1 office and 11 employees. The firm manages assets totaling $547.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Mission Creek Capital Partners, Inc includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mission Creek Capital Partners, Inc Brokerage Details
$546,970,715
11
1,242
$440,395
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jonathan Lederer Work History
Lederer Private Wealth Management, LLC
Disclosures
Please visit the SEC profile of Jonathan Lederer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mission Creek Capital Partners, Inc
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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