Lugano Financial Advisors S.A.
● SEC registered since 2010CRD 152864SEC# 801-71074Lugano - Ticino
Reg. AUM
$1.09B
Employees
11
Accounts
302
Location
Lugano - Ticino
Lugano Financial Advisors S.A. assets under management
Lugano Financial Advisors S.A. is an SEC-registered investment adviser based in Lugano - Ticino. The firm has been registered since 2010. It reports $1.1 billion in regulatory assets under management and employs 11 people.
Lugano Financial Advisors S.A. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adrian Kempf | Senior Relationship Manager | Under 5% | 2023 |
| Edoardo Michele Mango Control | Senior Investment Advisor | Under 5% | 2026 |
| Florian Schefer | Head Western Switzerland | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Lugano Financial Advisors S.A. manage?
Lugano Financial Advisors S.A. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Lugano Financial Advisors S.A. have?
Lugano Financial Advisors S.A. reports 11 employees.
Where is Lugano Financial Advisors S.A. located?
Lugano Financial Advisors S.A. is based in Lugano - Ticino and has been SEC-registered since 2010.
Does Lugano Financial Advisors S.A. disclose fund performance?
Lugano Financial Advisors S.A. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.09B▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $569.5MNon-discretionary $520.5M