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IDB LIDO WEALTH, LLC
IDB LIDO WEALTH, LLC
NEW YORK, New York
·
1 registered advisor
·
CRD# 322488
SEC# 801-126779
2
310-278-8232
01
Firm Overview
AUM
$94M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at IDB LIDO WEALTH, LLC
1 registered advisor
Kiyoun Kim
NEW YORK, New York
CRD# 6112222
05
Office Locations
NEW YORK, New York
1 advisor
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Data sourced from SEC Form ADV filings. IDB LIDO WEALTH, LLC (CRD# 322488) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.