Michael
Lederer
Quantum Portfolio Management
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About this Advisor
Michael Lederer is a financial advisor based in San Francisco, California, working with Quantum Portfolio Management. Michael has previously held positions at Lpl Financial, LLC Dba Hamano & Associates, Bloomberg, Lp, Custom Index Systems, LLC Dba Quantum Portfolio Management, Index Technologies Group, LLC, Alamo Capital, and Cappello & Noel. Michael has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Michael is part of Quantum Portfolio Management, which operates out of San Francisco, California. The firm has 1 office and 4 employees. The firm manages assets totaling $370.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Quantum Portfolio Management includes asset-based fees.
Certifications and Registrations
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Quantum Portfolio Management Brokerage Details
$370,919,555
4
416
$891,634
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Michael Lederer Work History
Custom Index Systems, LLC Dba Quantum Portfolio Management
Index Technologies Group, LLC
Bloomberg, Lp
Lpl Financial, LLC Dba Hamano & Associates
Alamo Capital
Cappello & Noel
Disclosures
Please visit the SEC profile of Michael 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 Quantum Portfolio Management
New York, NY
San Francisco, CA
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