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
William Dixon (CRD# 7353674) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Nicholas Doddo (CRD# 7218557) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 3 years of experience in the finance industry.
Adrianne Erickson (CRD# 7594230) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Garrett Gabriel (CRD# 7533094) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Dillon Gracey (CRD# 6441145) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Ioannis Haralambous (CRD# 7651453) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
Callum Harris (CRD# 6645041) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 4 years of experience in the finance industry.
Brandon Heicklen (CRD# 7441532) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 2 years of experience in the finance industry.
Ryan Hosegood (CRD# 7218565) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has over 4 years of experience in the finance industry.
Jeremiah James (CRD# 7623341) is an Investment Advisor Representative working at Lido in Dallas, TX and has 1 year of experience in the finance industry.