Lido Advisors

Finance · California, United States · 201-500 Employees

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Overview

Headquarters

1875 Century Park E Ste 950, Los Angeles...

Phone Number

(310) 278-8232

Revenue

$113.9 Million

Industry

Finance Securities Trading
ZI Rank: 4
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
5
5
7
6
6
4

About Lido Advisors

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalized, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients financial life partner.Explore more
Lido Advisors's Social MediaPopular SearchesLido Advisors LLCLido AdvisorsLido Advisors IncLido Equities Management IncLido EquitiesSIC Code 62,628NAICS Code 52,523Show more

Lido Advisors Org Chart

LC
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Chief Executive Officer

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Stacy Beattie, Chief Operating Officer at Lido Advisors
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Chief Operating Officer

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Ruben Lusinyants, Chief Technology Officer at Lido Advisors
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Chief Technology Officer

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KK
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Management Director, Investment & Chief of St...

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Stuart Katz, President, Private Wealth at Lido Advisors
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President, Private Wealth

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Brian Haloossim, President at Lido Advisors
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President

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NS
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President

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Michael Karsa, President, Midwest and AZ at Lido Advisors
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President, Midwest and AZ

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JM
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President

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KH
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Managing Director, Program Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lido Advisors

$113.9M
201-500
Private
<$5M
1999
$89.2M
201-500
Private
<$5M
1999
Robert Ho, Chief Financial Officer at Brighton Jones
Robert HoChief Financial Officer
$43.8M
51-200
Private
<$5M
2003
SC
Stephan CassadayFounder, Chairman & CEO
$39.5M
51-200
Private
<$5M
1996
$19.9M
51-200
Private
-
1992
RW
Ross WeissmanManaging Director, Chief Financial Officer
$6.1M
51-200
Private
-
1939
KP
Karen PadController
$5.6M
51-200
Private
-
1945
PR
Patricia RohloffVice President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lido Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lido Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lido Advisors.

Lido Advisors financials insights

Gather financial insights about Lido Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All Lido Advisors's Financials Insights

Lido Advisors Tech Stack

A closer look at the technologies used by Lido Advisors

Most Recent Scoops

New Hire
Executive Move
Executive Moves, New Hire
Hiring Plans
Lido Advisors has more open roles in Engineering & Technical than it has had at any time in the past 6 months. Areas of expertise include: Web Applications, Cloud Infrastructure, Integration Platforms, Infrastructure Architecture, AI Agents, Observability, and CI/CD.
Hiring Plans
Promotion
Executive Move
Ken Stern has recently been promoted from President to the role of Co-Chief Executive Officer.
Executive Moves, Promotion
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Asset Management, Acquisitions
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Lido Advisors

What is Lido Advisors's official website?
Lido Advisors's official website is www.lidoadvisors.com
What is Lido Advisors's Revenue?
Lido Advisors's revenue is $113.9 Million
What is Lido Advisors's SIC code?
Lido Advisors's SIC: 62,628
What is Lido Advisors's NAICS code?
Lido Advisors's NAICS: 52,523
How many employees does Lido Advisors have?
Lido Advisors has 201-500 employees
What industry does Lido Advisors belong to?
Lido Advisors is in the industry of: Finance, Securities Trading
What is Lido Advisors competition?
Lido Advisors top competitors include: Cassaday & Company, Bridges Investment Management, Schechter Wealth, Brighton Jones
What companies has Lido Advisors acquired?
Lido Advisors has acquired the companies: Enterprise Trust & Investment, Quantum Capital Group, Jackson Hole Capital Partners
What technology does Lido Advisors use?
Some of the popular technologies that Lido Advisors uses are: Freshservice, Zingfit, DocuSign, WordPress.org
Who is the CTO of Lido Advisors?
Lido Advisors's CTO is Ruben Lusinyants
How do I contact Lido Advisors?
Lido Advisors contact info: Phone number: (310) 278-8232 Website: www.lidoadvisors.com
What does Lido Advisors do?

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California. The firm embraces an active approach to asset management focused on risk mitigation and access to alternative, core, and tactical investment strategies. Lido provides a family office experience to its clients with a deep commitment to personalize... d, comprehensive wealth planning and access to affiliated professionals providing bespoke tax, estate, and legacy solutions. Lido is focused on creating an innovative, high-touch client experience and becoming its clients financial life partner.Read More

What are Lido Advisors social media links?
Lido Advisors Linkedin page Lido Advisors Twitter page Lido Advisors Facebook page
Is Lido Advisors a public company?
Lido Advisors is private company therefore does not currently have an official ticker symbol
See more information about Lido Advisors

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