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Building 2LFA

Map pinLUGANO - TICINO
Phone+41919212533
NotebookSEC #801-71074
Total AUM
$1.1B
Employees
11
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
VIA F. PELLI 3
LUGANO - TICINO
6900
Switzerland
Operating Hours
9AM-5PM
Monday - Friday
Phone
+41919212533
Other Offices
2

ReceiptFinancials

Total AUM
$1.1B
Accounts
302
Discretionary
$569.5M
Accounts
160
Non-Discretionary
$520.5M
Accounts
142

ContactClients

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Individual Clients
145
AUM
$86.4M
HNW Individual Clients
155
AUM
$925.8M
Charitable Organization Clients
2
AUM
$77.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
GLOBAL REPORTING & RISK ANALYSES OF CLIENT PORTFOLIOS INCLUDING ASSETS NOT UNDER MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILMAMNNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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