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
Jack Bergon (CRD# 7854579) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Courtney Blum (CRD# 5119090) is an Investment Advisor Representative working at Lido in Dallas, TX and has over 10 years of experience in the finance industry.
James Bryant (CRD# 7532065) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Blair Buick (CRD# 4715016) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 19 years of experience in the finance industry.
Adam Castillo (CRD# 7227257) is an Investment Advisor Representative working at Lido in San Diego, CA and has 1 year of experience in the finance industry.
Dani Comart (CRD# 5950360) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 12 years of experience in the finance industry.
Brycen Coward (CRD# 7434204) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Kayla Cross (CRD# 6855855) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 4 years of experience in the finance industry.
Kyle Cross (CRD# 7332755) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.
Christopher Desalvo (CRD# 7644343) is an Investment Advisor Representative working at Lido in Broomfield, CO and has 1 year of experience in the finance industry.