Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-71074
FINRA CRD number
152864
AUM ?
$795.12 mm
(as of 26 Aug 19)
Accounts
250
(as of 26 Aug 19)
Employees
11
(7 investment advisory or research)
Address
LFA - Lugano Financial Advisors
VIA F. PELLI 3
LUGANO
V8 6900
VIA F. PELLI 3
LUGANO
V8 6900
Phone
0919124961
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 May 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22