Alexander
Kob
Lido
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About this Advisor
Alexander Kob is a financial advisor based in Los Angeles, California, working with Lido. Alexander has previously held positions at Ing Financial Partners, Inc, Mcadam LLC, Purshe Kaplan Sterling Investments, and Lido Advisors, LLC. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Jersey, North Carolina, Ohio, Pennsylvania, South Dakota, Texas, Utah, Virginia, Washington, and Wisconsin. Currently, Alexander is part of Lido, which operates out of Los Angeles, California. The firm has 32 offices and 214 employees. The firm manages assets totaling $19.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Lido includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lido Brokerage Details
$19,656,367,238
214
19,744
$995,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Alexander Kob Work History
Lido Advisors, LLC
Ing Financial Partners, Inc
Mcadam LLC
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Alexander Kob to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lido
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Boston, MA
Chicago, IL
Los Angeles, CA
Chicago, IL
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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