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
Olivia Zaiya (CRD# 6382116) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 6 years of experience in the finance industry.
Anna Ackerman (CRD# 7463892) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Cody Ambrogi (CRD# 7625964) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Ramsey Andrijevich (CRD# 6218872) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.
Sierra Argyle (CRD# 7197428) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 4 years of experience in the finance industry.
Carlos Arroyo Govea (CRD# 7628793) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Allison Arvold (CRD# 7568889) is an Investment Advisor Representative working at Lido in Chicago, IL and has 1 year of experience in the finance industry.
Jason Baldridge (CRD# 7589541) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Thomas Bartling (CRD# 7820579) is an Investment Advisor Representative working at Lido in Orlando, FL and has 1 year of experience in the finance industry.
Davis Bell (CRD# 6954301) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.