| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian Kempf | Senior Relationship Manager | Under 5% | 2023 |
| Edoardo Michele Mango Control | Chief Investment Officer (cio) | Under 5% | 2023 |
| Florian Schefer | Head Western Switzerland | Under 5% | 2024 |
Lugano Financial Advisors S.A. reports $883.4 million in regulatory assets under management on its Form ADV.
Lugano Financial Advisors S.A. reports 11 employees.
Lugano Financial Advisors S.A. is based in Lugano - Ticino and has been SEC-registered since 2010.
Lugano Financial Advisors S.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Via F. Pelli 3, Lugano - Ticino 6900 |
| Phone | +41919212533 |
| Fax | +41919213809 |
| Office hours | 9a.m.-5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
| Discretionary | $476.4M |
| Non-discretionary | $407M |
| Total (RAUM) | $883.4M |