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).

Current Firm Details
1875 Century Park East, Suite 950, Los Angeles, CA 90067
http://www.lidoadvisors.com
By the Numbers
  • Total Assets Under Management
    19,656
    MILLION
  • Total Number of Accounts
    19,744
    ACCOUNTS
  • Average Account Value
    $995,562
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lido
Showing 111 - 114 of 114 top financial advisors.
111
Pat Wahler, financial advisor Los Gatos CA
Pat J. Wahler
CRD#: 7706216
15425 Los Gatos Blvd., Suite 150, Los Gatos, CA 95032

Pat Wahler (CRD# 7706216) is an Investment Advisor Representative working at Lido in Los Gatos, CA and has 1 year of experience in the finance industry.

112
Jack Weinstein, financial advisor Los Angeles CA
Jack T. Weinstein
CRD#: 7297557
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Jack Weinstein (CRD# 7297557) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.

113
Daniel Weitzman, financial advisor Los Angeles CA
Daniel Weitzman
CRD#: 7325988
1875 Century Park East, Suite 950, Los Angeles, CA 90067

Daniel Weitzman (CRD# 7325988) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.

114
Maxwell Westheimer, financial advisor Broomfield CO
Maxwell J. Westheimer
CRD#: 7710876
26 Garden Center, Suite 1f, Broomfield, CO 80020

Maxwell Westheimer (CRD# 7710876) is an Investment Advisor Representative working at Lido in Broomfield, CO and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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