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Lido Advisors

The Lido Advisors Lido Advisors team is a diverse group of specialists dedicated to creating smart investment strategies for our clients. We are an independent Registered Investment Advisor that currently manages just over $19.65B in RAUM as of 12/31/23 as our clients fiduciary. Our presence is nationwide with resources located in key areas across the United States. We create asset allocations and financial plans designed to maximize our clients' life and legacy. We are analytical, passionate, and savvy.

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