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Building 2LIDO ADVISORS

Map pinBEVERLY HILLS, CA
Phone310-278-8232
NotebookSEC #801-61074
Total AUM
$1.1B
Employees
27
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 WILSHIRE BOULEVARD
SUITE 350W
BEVERLY HILLS
CA 90212
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
310-278-8232

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,644
Discretionary
$1.1B
Accounts
1,625
Non-Discretionary
$62M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLLANVNYTNTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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