RIA Intel›Advisers›LUGANO FINANCIAL ADVISORS S.A.

LUGANO FINANCIAL ADVISORS S.A.

Advisory

N·LUGANO - TICINO

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
+17.5%
3-Year CAGR
+2.8%
Employees
9
Assets Under Management
Total AUM$1.1B
Discretionary AUM$570M
Non-Discretionary AUM$521M
Discretionary %52.2%
Total Clients271
Team
Total Employees9
Investment Advisers11
Employee Growth (1Y)+28.6%
Filing History
Total Filings on Record34
First FilingJan 29, 2010
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 34 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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