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
Jeremiah James (CRD# 7623341) is an Investment Advisor Representative working at Lido in Dallas, TX and has 1 year of experience in the finance industry.
Timothy Johnson (CRD# 7423340) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Troy Jones (CRD# 1645883) is an Investment Advisor Representative working at Lido in Franklin, TN and has 1 year of experience in the finance industry.
Elias Kaplan (CRD# 7417577) is an Investment Advisor Representative working at Lido in Manhattan, NY and has over 6 years of experience in the finance industry.
Jack Kirby (CRD# 6978575) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.
Joseph Kuepper (CRD# 7719506) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Daniel Leong (CRD# 6900090) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Benjamin Lloyd (CRD# 7856588) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Kevin Maldonado (CRD# 7549378) is an Investment Advisor Representative working at Lido in Chicago, IL and has 1 year of experience in the finance industry.
William Nail (CRD# 7795859) is an Investment Advisor Representative working at Lido in San Diego, CA and has 1 year of experience in the finance industry.