Investment adviser · CRD 119540

LIDO ADVISORS

Investment adviser filing (IA)

LIDO ADVISORS, INC.

BEVERLY HILLS, CA, United States · Form ADV filed Jun 11, 2015

Regulatory AUM
$1.13B
Form ADV · Item 5.F
Client accounts
1,644
Accounts, not individual clients
Employees
27
Reported in this filing
Advisory professionals
15
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 11, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9100 WILSHIRE BOULEVARD, SUITE 350W
BEVERLY HILLS, CA, 90212, United States

CRD 119540

Filing source

Form ADV 928458 · Jun 11, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.