Disclosures
Please click on the following links for information on David Lerner Associates, Inc. disclosures regarding Statement of Financial Condition, Business Continuity Plan, and Order Routing Information.
Documents
- Statement of Financial Condition, December 31, 2022
- Summary of David Lerner Associates, Inc. Business Continuity Plan
- Order Routing Information (SEC Rule 606)
Spirit of America Income Fund
- Spirit of America Income Fund Form 8937, 2013
- Spirit of America Income Fund Form 8937, 2014
- Spirit of America Income Fund Form 8937, 2015
- Spirit of America Income Fund Form 8937, 2016
- Spirit of America Income Fund Form 8937, 2017
- Spirit of America Income Fund Form 8937, 2018
- Spirit of America Income Fund Form 8937, 2019
Spirit of America Income & Opportunity Fund
- Spirit of America Income & Opportunity Fund Form 8937, 2013
- Spirit of America Income & Opportunity Fund Form 8937, 2014
- Spirit of America Income & Opportunity Fund Form 8937, 2015
- Spirit of America Income & Opportunity Fund Form 8937, 2016
- Spirit of America Income & Opportunity Fund Form 8937, 2017
- Spirit of America Income & Opportunity Fund Form 8937, 2018
- Spirit of America Income & Opportunity Fund Form 8937, 2019
- Spirit of America Income & Opportunity Fund Form 8937, 2020
- Spirit of America Income & Opportunity Fund Form 8937, 2022
Spirit of America Large Cap Value Fund
- Spirit of America Large Cap Value Fund Form 8937, 2017
- Spirit of America Large Cap Value Fund Form 8937, 2018
- Spirit of America Large Cap Value Fund Form 8937, 2019
- Spirit of America Large Cap Value Fund Form 8937, 2020
- Spirit of America Large Cap Value Fund Form 8937, 2022
Spirit of America Energy Fund
- Spirit of America Energy Fund Form 8937, 2014
- Spirit of America Energy Fund Form 8937, 2015
- Spirit of America Energy Fund Form 8937, 2016
- Spirit of America Energy Fund Form 8937, 2017
- Spirit of America Energy Fund Form 8937, 2018
- Spirit of America Energy Fund Form 8937, 2019
- Spirit of America Energy Fund Form 8937, 2020
- Spirit of America Energy Fund Form 8937, 2021
- Spirit of America Energy Fund Form 8937, 2022
Spirit of America Real Estate Income and Growth Fund