Lido Advisors, LLC

Lido Advisors, LLC

金融服务

Los Angeles,CA 3,807 位关注者

Lido’s mission is to provide clients with advanced wealth management and comprehensive, holistic financial services.

关于我们

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies. Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CSNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR. Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

网站
https://www.lidoadvisors.com/
所属行业
金融服务
规模
201-500 人
总部
Los Angeles,CA
类型
私人持股
创立
1999
领域
Alternative Investments、Asset Allocation、Family Office Development、Legacy Planning、Professional Wealth Services和Risk Management

地点

  • 主要

    1875 Century Park East

    Suite 950

    US,CA,Los Angeles,90067

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  • 7047 East Greenway Pkwy.

    Suite 250

    US,AZ,Scottsdale,85254

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  • 3655 Nobel Dr

    Suite 630

    US,California,San Diego,92122

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  • 315 Montgomery St

    Suite 905

    US,California,San Francisco,94104

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  • 26 Garden Center

    Suite 2D

    US,Colorado,Broomfield,80020

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  • 1905 NW Corporate Blvd

    Suite 110

    US,Florida,Boca Raton,33431

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  • Atlanta, GA 3500 Lenox Rd.

    Suite 1500

    US,Georgia,Atlanta,30326

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  • 20 N Clark St

    Suite 1250

    US,Illinois,Chicago,60602

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  • 415 Madison Avenue

    US,New York,Manhattan,10022

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  • 325 St. Paul Street

    Suite 3100

    US,Texas,Dallas,75201

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  • 111 N Orange Avenue

    8th Floor

    US,FL,Orlando,32801

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  • 3001 N. Rocky Point Drive East

    Suite 200

    US,FL,Tampa, 33607

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  • 6000 Fairview Road

    Suite 1200

    US,NC,Charlotte,28210

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  • 421 Fayetteville Street

    Suite 1100

    US,NC,Raleigh,27601

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  • 157 Church Street

    19th Floor

    US,CT,New Haven,06510

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  • 14301 FNB Parkway

    Suite 100

    US,NE,Omaha,68154

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  • 231 Public Square

    Suite 300

    US,TN,Franklin,37064

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  • 4695 MacArthur Court

    11th Floor

    US,California,Newport Beach,92660

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  • 2121 N. California Blvd

    Suite 290

    US,CA,Walnut Creek,94596

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  • 75 State Street

    1st Floor

    US,MA,Boston,02109

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  • 222 South Main Street

    5th Floor

    US,UT,Salt Lake City,84104

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  • 16 N Marengo Ave

    Suite 210

    US,California,Pasadena,91101

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  • 7 W Figueroa St

    Suite 200

    US,California,Santa Barbara,93101

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  • 4800 Hampden Ln

    Suite 271

    US,Maryland,Bethesda,20814

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  • 110 Traders Cross

    First Floor

    US,South Carolina,Bluffton,29909

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  • 1980 Post Oak Blvd

    Suite 100

    US,Texas,Houston,77056

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  • 255 S King St

    US,Washington,Seattle,98104

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