$4.5B AUM | $45MM GDC in Rockville, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Rockville, MD, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$45,000,000.00
# of Accounts
1,500
Avg Client Age
50
Overview

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. With our recent expansion into the Mid-Atlantic we are constantly seeking talented like-minded advisors and firms looking to continue to scale their practices and or businesses.

Lido Advisors executes comprehensive investment and wealth solutions designed to grow, protect, and maximize its clients' legacies. With a focus on elegant and effective client solutions exemplifies its commitment to excellence.

With innovation and integrity, Lido Advisors will continue to work to grow and expand into the nationally recognized leader providing investment and wealth strategies for select institutions and families. The firm aims to grow, protect and maximize clients’ legacies through the pursuit of far-reaching wealth, investment, tax, and estate solutions.

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