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
Melinda McHugh (CRD# 4625131) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 21 years of experience in the finance industry.
Joshua Miller (CRD# 4395410) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 20 years of experience in the finance industry.
Brian Mills (CRD# 6386194) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 9 years of experience in the finance industry.
Shawn Moran (CRD# 6528749) is an Investment Advisor Representative working at Lido in Atlanta, GA and has over 8 years of experience in the finance industry.
Peter Morimoto (CRD# 2790731) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 26 years of experience in the finance industry.
Jerry Nigro (CRD# 2294851) is an Investment Advisor Representative working at Lido in Boston, MA and has over 31 years of experience in the finance industry.
Garrett Niles (CRD# 6285118) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jason Ozur (CRD# 5734834) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 14 years of experience in the finance industry.
Roberto Paredes (CRD# 2356937) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 30 years of experience in the finance industry.
Christopher Peterson (CRD# 5856480) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 11 years of experience in the finance industry.