Ronald A. Lederkramer, Cpa, Cfp

Overview

Ronald A. Lederkramer, Cpa, Cfp operates as a sole proprietorship and is registered as an independent registered investment adviser focused on individual and family clients. The practice blends accounting and advisory work: the principal provides financial planning and portfolio management for individuals and small businesses while maintaining a fee model based on a percentage of assets under management. The adviser is not positioned as a capital allocator, does not identify as an ESG investor, and does not report multi-state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives