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
Michael Reis (CRD# 2562019) is an Investment Advisor Representative working at Lido in Boston, MA and has over 29 years of experience in the finance industry.
Paris Rodriguez (CRD# 5482077) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 14 years of experience in the finance industry.
Paul Ryan (CRD# 5355400) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 8 years of experience in the finance industry.
William Snider (CRD# 2978549) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 24 years of experience in the finance industry.
Kenneth Stern (CRD# 1754133) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 36 years of experience in the finance industry.
Jonathan Teran (CRD# 3165394) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 25 years of experience in the finance industry.
Brendan Van Cleve (CRD# 4957502) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 18 years of experience in the finance industry.
Alyssa Weinberger (CRD# 6301069) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Jeffrey Westheimer (CRD# 5460398) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 16 years of experience in the finance industry.
Walker Williams (CRD# 4816358) is an Investment Advisor Representative working at Lido in Broomfield, CO and has over 19 years of experience in the finance industry.