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).
-
Total Assets Under Management19,656MILLION
-
Total Number of Accounts19,744ACCOUNTS
-
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
Justin Cho (CRD# 7042341) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 5 years of experience in the finance industry.
Jeffrey Christie (CRD# 4889641) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 18 years of experience in the finance industry.
Meagan D'angelo (CRD# 5514768) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Luke Daniel (CRD# 4280805) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 23 years of experience in the finance industry.
Roy Elliott (CRD# 4466770) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 22 years of experience in the finance industry.
Dominik Elmasian (CRD# 6676006) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 6 years of experience in the finance industry.
Viktoria Falus (CRD# 5881258) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Louis Flamino (CRD# 2369846) is an Investment Advisor Representative working at Lido in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Jeffrey Garden (CRD# 6582522) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Erica Ghotra (CRD# 5705656) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 14 years of experience in the finance industry.