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
Colin Grover (CRD# 5101923) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 17 years of experience in the finance industry.
Evaggelia Hatzimanolis (CRD# 3166099) is an Investment Advisor Representative working at Lido in Boca Raton, FL and has over 22 years of experience in the finance industry.
Henry Herrill (CRD# 6366250) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 7 years of experience in the finance industry.
Samuel Hoeck (CRD# 6220466) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 7 years of experience in the finance industry.
Emily Howard (CRD# 6510544) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 7 years of experience in the finance industry.
Jonathan Jewitt (CRD# 4144389) is an Investment Advisor Representative working at Lido in San Diego, CA and has over 22 years of experience in the finance industry.
Barry Julien (CRD# 1955144) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Michael Karsa (CRD# 6069477) is an Investment Advisor Representative working at Lido Advisors, LLC in Chicago, IL and has over 4 years of experience in the finance industry.
Stuart Katz (CRD# 5924533) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 12 years of experience in the finance industry.
Jeffrey Kaufmann (CRD# 2039821) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 33 years of experience in the finance industry.