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
Colleen Kelly (CRD# 6113816) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
Alexander Kob (CRD# 6361318) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jordan Kunz (CRD# 5441138) is an Investment Advisor Representative working at Lido in Boulder, CO and has 1 year of experience in the finance industry.
Gregory Kushner (CRD# 2649890) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 28 years of experience in the finance industry.
Christopher Lagudis (CRD# 1023031) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 41 years of experience in the finance industry.
Evan Levy (CRD# 6222630) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 10 years of experience in the finance industry.
Barbara Lommen (CRD# 6649911) is an Investment Advisor Representative working at Lido in Boulder, CO and has over 7 years of experience in the finance industry.
Jacob Loosle (CRD# 5731597) is an Investment Advisor Representative working at Lido in Broomfield, CO and has over 8 years of experience in the finance industry.
David Lundquist (CRD# 4850011) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 19 years of experience in the finance industry.
Robert Marton (CRD# 4131958) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 24 years of experience in the finance industry.