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CRD#: 331956
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for LIDO SECURITIES, LLC Comes From
Understanding the Statistics for LIDO SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
8111 Ashlane Way Suite 207, The Woodlands, TX 77382
Mailing Address
8111 Ashlane Way Suite 207, The Woodlands, TX 77382
Firm Size
Small
Phone Number
(713) 240-2793
Established
Delaware since 04/04/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at LIDO SECURITIES, LLC
IS
Ivana Marcella Shumberg
RR
CRD#: 3167225
Location:
London, SW3 6RD
Company:
IUR SECURITIES LLC
Disclosures:
Experience:
16 years
KK
Kathy Jones Kuria
RR
CRD#: 4004859
Location:
Houston, TX 77002
Company:
REDBRIDGE GLOBAL MARKETS, LLC
Disclosures:
Experience:
26 years
LM
Leon Anthony Mimari
RR
CRD#: 5102749
Location:
Charlotte, NC 28210
Company:
INNOVATION PARTNERS LLC
Disclosures:
Experience:
16 years
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