LIDO

1875 Century Park East
Suite 950
Los Angeles, California 90067
Tel: 310-278-8232

About LIDO

LIDO, formally registered with the SEC as LIDO. The firm was established in 07/01/2015. They have over 33 offices throughout the country.

LIDO is a Los Angeles, California based Financial Planning firm with nearly $19,656,367,238 assets under management, offering retirement planning & investment advisory services to 19744 clients. The firm is staffed with 214 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	269866
SEC#	801-100433
Assets Managed by Firm	$19,656,367,238
No. of Clients	19744
No. of Advisors	214

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	19744	$19,656,367,238
Individuals (other than high net worth individuals)	684	$177,430,538
High net worth individuals	5881	$17,304,255,407
Charitable organizations	116	$283,302,716
Corporations or other businesses	314	$1,021,342,434

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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