Jonathan
Lederer
Mission Creek Capital Partners, Inc
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About this Advisor
Jonathan Lederer is a chartered financial analyst working in San Francisco, California who has 1 year of relevant experience. Lederer currently works for Mission Creek Capital Partners, Inc. They have spent all of their career at Mission Creek Capital Partners, Inc. Lederer maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in California, Nevada and Oregon. Mission Creek Capital Partners, Inc is a registered investment business based in San Francisco, CA. The investment advisory business has a total of 12 financial advisors. It manages $424 million in assets under management across its 1,117 client accounts, placing it among the bigger firms in the nation by assets under management. Of its 1,117 client accounts, 70% are held by high-net-worth individuals who have at least $1 million in assets. Mission Creek Capital Partners, Inc provides a wide array of services, such as 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. Financial management fees are based on which services the firm provides the client. However, fee types billed by Mission Creek Capital Partners, Inc can consist of any blend of asset-based, hourly and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mission Creek Capital Partners, Inc Brokerage Details
$424,197,900
12
1,117
$379,765
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
Jonathan has been registered as a financial advisor for 1 years.*
Lederer Private Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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