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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lugano Financial Advisors Sa
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| CRD # | 152864 |
| SEC # | 801-71074 |
| CIK # | |
| AUM | $883.4 M (2025-07-11) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 41919212533 |
| Address | Via F Pelli 3 Lugano Ticino, Switzerland |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 134 | 69.0 |
| (b) Individuals (high net worth individuals) | 136 | 742.9 |
| (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 | 1 | 71.4 |
| (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 | 271 | 883.4 |
| By Discretionary | ||
| Discretionary | 148 | 476.4 |
| Non-Discretionary | 123 | 407.0 |
| Total | 271 | 883.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 34.8 | |
| United States Persons | 848.6 | |
| Total | 271 | 883.4 |
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|---|---|---|
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NY | 0.9 |
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Sachetta LLC
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0.9 | |
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Altiora Financial Group LLC
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0.9 | |
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Aufman Associates Inc
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PA | 0.9 |