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LIDO
LIDO ADVISORS, LLC
CRD 269866 · SEC 801-100433
1875 CENTURY PARK EAST, SUITE 950, LOS ANGELES, CA, 90067, United States
Phone
800-301-5436
Fax
310-278-8267
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.50B
Discretionary AUM
$41.39B
Team
437 total employees; 235 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3214 | $1.39B |
| High net worth individuals | 9829 | $36.79B |
| Investment companies | 1 | $72.5M |
| Pooled investment vehicles | 22 | $684.0M |
| Pension/profit sharing plans | 26 | $46.0M |
| Charitable organizations | 290 | $927.1M |
| Insurance companies | 3 | $24.2M |
| Corporations/business entities | 415 | $2.57B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD