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LIDO
LOS ANGELES, CA
800-301-5436
SEC #801-100433Total AUM
$42.5B
Employees
437Clients
13,800Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1875 CENTURY PARK EAST
SUITE 950
LOS ANGELES
CA 90067
United States
SUITE 950
LOS ANGELES
CA 90067
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
800-301-5436
Other Offices
45
Financials
Total AUM
$42.5B
Accounts
42,220Discretionary
$41.4B
Accounts
39,994Non-Discretionary
$1.1B
Accounts
2,226
Clients
Individual Clients
3,214AUM
$1.4B
HNW Individual Clients
9,829AUM
$36.8B
Investment Company Clients
1AUM
$72.5M
Pooled Vehicle Clients
22AUM
$684M
Pension/Profit Sharing Plan Clients
26AUM
$46M
Charitable Organization Clients
290AUM
$927.1M
Insurance Company Clients
3AUM
$24.2M
Corporation or Business Clients
415AUM
$2.6B
Services
Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.