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.
View Top Employees from Lido Advisors, LLCWebsite | https://www.lidoadvisors.com/ |
Revenue | $24 million |
Funding | $1 million |
Employees | 249 (249 on RocketReach) |
Founded | 1999 |
Address | 1875 Century Park East Suite 950, Los Angeles, California 90067, US |
Phone | (310) 278-8232 |
Technologies |
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Industry | Investment Management, Investment Banking, Consulting, Other Financial Services, Client Centric Investment Managment & Family Office Consulting, Finance, Financial Services, Other Capital Markets/Institutions |
Web Rank | 12 Million |
Keywords | Wealth Management Products, Real Estate Equity Investment, Alternative Investments |
Competitors | AdvicePeriod, CI Brightworth Private Wealth, Cassaday & Company, Inc., JFS Wealth Advisors, RMB Capital |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Lido Advisors, LLC employee's phone or email?
The Lido Advisors, LLC annual revenue was $24 million in 2024.
Stacy Beattie is the COO of Lido Advisors, LLC.
249 people are employed at Lido Advisors, LLC.
Lido Advisors, LLC is based in Los Angeles, California.
The NAICS codes for Lido Advisors, LLC are [52, 52393, 523, 5239].
The SIC codes for Lido Advisors, LLC are [628, 62].