Lilian
Lo
Vivaldi Capital Management Lp
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About this Advisor
Lilian Lo is a financial advisor based in San Ramon, California, working with Vivaldi Capital Management Lp. Lilian has previously held positions at Fidelity Brokerage Services LLC, Strategic Wealth Advisors Group, Vivaldi Capital Management LLC, and Lpl Financial LLC. Lilian has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Lilian is part of Vivaldi Capital Management Lp, which operates out of San Ramon, California. The firm has 4 offices and 57 employees. The firm manages assets totaling $3.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Vivaldi Capital Management Lp includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vivaldi Capital Management Lp Brokerage Details
$3,727,839,086
57
6,627
$562,523
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Lilian Lo Work History
Vivaldi Capital Management LLC
Strategic Wealth Advisors Group
Lpl Financial LLC
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Lilian Lo 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 Vivaldi Capital Management Lp
Chicago, IL
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Chicago, IL
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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