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Nancy Leigh Bailey

LEDERER & ASSOCIATES INVESTMENT COUNSEL·LONG BEACH, California
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111 WEST OCEAN BOULEVARD, LONG BEACH, CA 90802-7906CRD# 4383543Firm CRD# 110376
01

About

Nancy Leigh Bailey is a registered financial advisor based in LONG BEACH, California, affiliated with LEDERER & ASSOCIATES INVESTMENT COUNSEL. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
LEDERER & ASSOCIATES INVESTMENT COUNSEL
LEDERER & ASSOCIATES INVESTMENT COUNSEL
AUM
$243M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEDERER & ASSOCIATES INVESTMENT COUNSEL →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4383543
Firm CRD# 110376
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nancy Leigh Bailey offer?
Nancy Leigh Bailey specializes in Investment Management, Wealth Management. Contact their office in LONG BEACH, California for a consultation.
What are Nancy Leigh Bailey's credentials?
Nancy Leigh Bailey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Leigh Bailey located?
Nancy Leigh Bailey is based in LONG BEACH, California, working with LEDERER & ASSOCIATES INVESTMENT COUNSEL. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.
How does Nancy Leigh Bailey charge for services?
Nancy Leigh Bailey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEDERER & ASSOCIATES INVESTMENT COUNSEL?
LEDERER & ASSOCIATES INVESTMENT COUNSEL has approximately 3 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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