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LFA

LUGANO - TICINO, Switzerland · CRD 152864 · IAPD ↗ · +41919212533

$1.09BRegulatory AUM
9Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — LFA crossed $1B in regulatory AUM ($883.4M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
23
July 2024 — LFA added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
March 2024 — LFA grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
19
February 2024 — LFA notice-filed in CO, MD, MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.