LFA - Lugano Financial Advisors SA is based out of Lugano. LFA - Lugano Financial Advisors SA is a large advisory firm with 211 clients and discretionary assets under management (AUM) of $369,765,621 (Form ADV from 2020-06-25). Their last reported 13F filing for Q2 2020 included $94,712,000 in managed 13F securities and a top 10 holdings concentration of 57.23%. LFA - Lugano Financial Advisors SA's largest holding is SPDR S&P 500 ETF Trust with shares held of 28,765. Whalewisdom has at least 10 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15
|Performance for Q1 2020:||18.51%|
|Performance Last 4 Quarters:||-1.03%|
|SEC Registration as :||Large Advisory Firm,Principal Office Outside the US|
|Form of Organization:||Corporation|
|Number of employees:||11|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,Hourly charges,Fixed fees,Performance-based fees|
|Amount of client funds and securities:|
|Total Number of Clients:||211|
|Amount of client funds and securities by related persons:|
|Total Number of clients from related persons:|