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LIDO ADVISORS, LLC
LIDO ADVISORS, LLC
LIDO
LOS ANGELES, California
·
10 registered advisors
·
CRD# 269866
SEC# 801-100433
32
310-278-8232
01
Firm Overview
AUM
$19.7B
Regulatory assets under management
Employees
214
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at LIDO ADVISORS, LLC
10 registered advisors
Alexandra Marie Browne
LOS ANGELES, California
CRD# 6397152
Alyssa Lyndsey Weinberger
LOS ANGELES, California
CRD# 6301069
Brendan William Van Cleve
LOS ANGELES, California
CRD# 4957502
Gregory Paul Kushner
LOS ANGELES, California
CRD# 2649890
Jason Jay Ozur
LOS ANGELES, California
CRD# 5734834
Jeffrey Anton Christie
LOS ANGELES, California
CRD# 4889641
Jeffrey Hiram Garden
LOS ANGELES, California
CRD# 6582522
Jeffrey Joseph Westheimer
LOS ANGELES, California
CRD# 5460398
Kenneth Aaron Stern
LOS ANGELES, California
CFP
CRD# 1754133
Stacy Lynn Beattie
LOS ANGELES, California
CRD# 5401758
05
Office Locations
LOS ANGELES, California
10 advisors
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Data sourced from SEC Form ADV filings. LIDO ADVISORS, LLC (CRD# 269866) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.