Ana
Bou-Goldsmith
Idb Lido Wealth, LLC
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About this Advisor
Ana Bou-Goldsmith is a financial advisor based in New York, New York, working with Idb Lido Wealth, LLC. Ana has previously held positions at Idb Bank, Gbs Finance, and Idb Lido Wealth, LLC. Ana has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California, Florida, New Jersey, and New York. Currently, Ana is part of Idb Lido Wealth, LLC, which operates out of New York, New York. The firm has 2 offices and 14 employees. The firm manages assets totaling $93.6 million 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 institutional clients, selection of other advisers, and other services. The fee structure at Idb Lido Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Idb Lido Wealth, LLC Brokerage Details
$93,573,701
14
117
$799,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Ana Bou-Goldsmith Work History
Idb Lido Wealth, LLC
Idb Bank
Gbs Finance
Disclosures
Please visit the SEC profile of Ana Bou-Goldsmith 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 Idb Lido Wealth, LLC
New York, NY
New York, NY
Boca Raton, FL
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