LFA
Lugano - Ticino, Switzerland · CRD 152864
SEC-registered investment adviser since 2010 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$1.1bn
- Main clients (by assets)High net worth individuals 85%, Individuals 8%, Charities 7%
- Form ADV · 2026-08-24SEC adviser record
- Kindwealth
- Others nearbyLugano, Zürich
- FamilyLFA - Lugano Financial Advisors SA · 2 related pages · largest: LFA - Lugano Financial Advisors SA
As an employer
- Staff (Form ADV)11 · 9 in investment roles
- Offices in1 country
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Lugano - Ticino (main office)Switzerland | about 4 |
| ZurichSwitzerland | 4 |
| SionSwitzerland | 1 |