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⚲
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| Lugano Financial Advisors Sa
✚
| |
|---|---|
| CRD # | 152864 |
| SEC # | 801-71074 |
| CIK # | |
| AUM | $990.6 MM (2024-06-12) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 41919212533 |
| Address | Via F Pelli 3 Lugano Ticino, Switzerland |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 74.4 |
| (b) Individuals (high net worth individuals) | 115 | 654.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 261.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 280 | 990.6 |
| By Discretionary | ||
| Discretionary | 131 | 409.1 |
| Non-Discretionary | 149 | 581.5 |
| Total | 280 | 990.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 29.3 | |
| United States Persons | 961.3 | |
| Total | 280 | 990.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wgshaheen & Associates Ltd
✚
|
NY | 1.0 |
|
Barlow Wealth Partners LLC
✚
|
KY | 1.0 |
|
Aspen Capital Management
✚
|
ID | 1.0 |
|
Cabot Wealth Management
✚
|
MA | 1.0 |
|
Class VI Family Office LLC
✚
|
CO | 1.0 |
|
Jacobs & Company LLC
✚
|
CA | 1.0 |
|
Paul R RIED Financial Group LLC
✚
|
WA | 1.0 |
|
Columbia Asset Management LLC
✚
|
MI | 1.0 |
|
Galilei Investment Office LLP
✚
|
1.0 | |
|
Fishman Jay A Ltd
✚
|
MI | 1.0 |