Lido
Lido (CRD# 269866) is a financial advisory firm headquartered in Los Angeles, CA. They manage $19,656,367,238 in 19,744 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management19,656MILLION
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Total Number of Accounts19,744ACCOUNTS
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Average Account Value$995,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Virginia Aaron (CRD# 5046672) is an Investment Advisor Representative working at Lido in Boston, MA and has over 17 years of experience in the finance industry.
Scott Berman (CRD# 3190448) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 24 years of experience in the finance industry.
Bradley Bickham (CRD# 1342965) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 38 years of experience in the finance industry.
Brian Blackwell (CRD# 5243555) is an Investment Advisor Representative working at Lido in Atlanta, GA and has over 16 years of experience in the finance industry.
Jason Blumberg (CRD# 6087644) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
Scott Brokaw (CRD# 6217311) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 10 years of experience in the finance industry.
Alexandra Browne (CRD# 6397152) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 9 years of experience in the finance industry.
John Bute (CRD# 4006843) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 24 years of experience in the finance industry.
Stasia Cato-Washington (CRD# 4388318) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 20 years of experience in the finance industry.
James Chartrey (CRD# 5552897) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 15 years of experience in the finance industry.