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Building 2IDB LIDO WEALTH, LLC

Map pinNEW YORK, NY
Phone646-839-9793
NotebookSEC #801-126779
Total AUM
$478.4M
Employees
14
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1114 6TH AVENUE, 9TH FLOOR
NEW YORK
NY 10036
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
646-839-9793
Other Offices
2

ReceiptFinancials

Total AUM
$478.4M
Accounts
329
Discretionary
$478.4M
Accounts
329
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$16.1M
HNW Individual Clients
152
AUM
$336.6M
Charitable Organization Clients
7
AUM
$7.1M
Corporation or Business Clients
31
AUM
$118.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CAFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 22 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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