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Beverly Hills - Investment Mgmt |
Specialties: Financial Advisor / Wealth Management |
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Greg KushnerPresident - Lido Advisors, Inc.
Lido Advisors is a full service, boutique investment advisory firm that partners with its clients to provide complete wealth management services.
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(310)278-8232
(310)278-8267 Fax
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9100 Wilshire Blvd
Beverly Hills, CA 90212-3437 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor / Wealth Management |
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| Group |
SM1 |
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| Business Name |
Lido Advisors, Inc. |
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| Title |
President |
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| Address |
9100 Wilshire Blvd
Suite 350W
Beverly Hills, CA 90212-3437
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| Work Phone |
(310)278-8232 x100 |
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| Fax |
(310)278-8267 |
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| Web Site |
www.lidoadvisors.com |
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| Member Since |
2/2011
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Lido Advisors, Inc. is a boutique registered investment advisory firm (RIA) located in Beverly Hills that provides holistic wealth management services for its clients. As a fee only RIA, Lido Advisors acts as a fiduciary for our clients, and are truly an independent and objective resource for all of their financial planning and investments needs. With an analytical approach to investment management, our goal is to maintain a cost effective, tax efficient, transparent and liquid investment portfolio for our clients that match their goals and risk profile. More than anything, we seek to provide our clients with control over their financial lives, and take special care in educating them about their investment portfolio and financial situation. Greg specializes in working with entrepreneurs, service professionals (lawyers, doctors, CPA's, consultants, etc), families, widows and small-to-mid sized businesses owners.
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Lido Advisors, Inc. is a full service, boutique investment advisory firm who has built its practice as an alternative to the large brokerage houses and bank-owned firms. As a Registered Investment Advisor (RIA), Lido provides financial planning and investment services tailored to the unique situations of high net-worth individuals, trusts and family offices from around the country. We also provide retirement plans (401K's, 403B's, etc) for businesses of all sizes.
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- Multi-Generational Families
- HNW Individuals
- Service Professionals: Lawyers, CPA's, Consultants, etc.
- Entrepreneurs & business owners of all types
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Information Not Available
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Lido Advisors, Inc. maintains its headquarters in Beverly Hills, CA, and serves clients around the country.
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| College Degrees |
BS Business Administration from USC
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Speaking/Teaching
Experience |
Hosted Financial Radio show with Michael Jackson on KABC AM790.
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| License Number |
CPA (inactive) 38983E
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