Investment adviser · CRD 152864
LFA
Investment adviser filing (IA)
LUGANO FINANCIAL ADVISORS S.A.
LUGANO - TICINO, Switzerland · Form ADV filed Aug 24, 2026
- Regulatory AUM
- $1.09B Form ADV · Item 5.F
- Client accounts
- 302 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 155 | $925,837,648 | 84.9% |
| Individuals | 145 | $86,367,044 | 7.9% |
| Charities | Fewer than 5 | $77,845,270 | 7.1% |
Filing source
Form ADV 2127671 · Aug 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 24, 2026. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
VIA F. PELLI 3LUGANO - TICINO, 6900, Switzerland
CRD 152864
Filing source
Form ADV 2127671 · Aug 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.