|
⚲
|
| Keyboard |
| Lugano Financial Advisors Sa
✚
|
|
|---|---|
| CRD # | 152864 |
| SEC # | 801-71074 |
| CIK # | |
| AUM | 1,090.0 M (2026-04-28) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 41919212533 |
| Address | Via F Pelli 3 Lugano Ticino, Switzerland |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 86.4 |
| (b) Individuals (high net worth individuals) | 155 | 925.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 77.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 302 | 1,090.0 |
| By Discretionary | ||
| Discretionary | 160 | 569.5 |
| Non-Discretionary | 142 | 520.5 |
| Total | 302 | 1,090.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 56.5 | |
| United States Persons | 1,033.5 | |
| Total | 302 | 1,090.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
| LEI | 254900TJ45Z7AMUMNU46 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Schaefer Financial Management Inc
✚
|
CO | 1,114.9 M |
|
Smith Brothers Financial LLC
✚
|
CT | 1,113.2 M |
|
Rhame & Gorrell Wealth Management LLC
✚
|
TX | 1,107.4 M |
|
Laurel Wealth Advisors LLC
✚
|
NC | 1,106.9 M |
|
Enclave Advisors LLC
✚
|
TX | 1,100.7 M |
|
Giraffes Inc
✚
|
MS | 1,088.3 M |
|
Baseline Wealth Management Ltd
✚
|
1,083.4 M | |
|
McGowan Group Asset Management Inc
✚
|
TX | 1,083.1 M |
|
Titan Global Capital Management USA LLC
✚
|
NY | 1,081.9 M |
|
Stepp & Rothwell Inc
✚
|
KS | 1,055.1 M |