LFA

LUGANO FINANCIAL ADVISORS S.A.

CRD 152864 · SEC 801-71074

VIA F. PELLI 3, LUGANO - TICINO, CA, 6900, Switzerland

Phone

+41919212533

Fax

+41919213809

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.09B

Discretionary AUM

$569.5M

Team

11 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-04-28

Disciplinary history

Services

Portfolio management (individuals)GLOBAL REPORTING & RISK ANALYSES OF CLIENT PORTFOLIOS INCLUDING ASSETS NOT UNDER MANAGEMENT

CA, CO, IL, MA, MN, NJ, NY, PA, VA, TX, FL

Official SEC filing: View on IAPD