This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- RBC ยท UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-02-2021
- Office Locations
- 1
Office Locations
About Vanquour LLC
VANQUOUR LLC is a New York-based wealth manager built with a family office mindset, tailoring diversified, multi-asset portfolios around client financial goals and desired impact. The team uses an open-architecture approach combining in-house and third-party vehicles and supports financial and philanthropic planning. Client assets are custodied at Royal Bank of Canada, with access to securities-based lines of credit.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LU ZHOU
Chief Compliance Officer, Managing Member, President
- CRD
- #5977687
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Maximillian Philip Alden
--
- CRD
- #8103669
Jacob Hao Chen
Financial Advisor
- CRD
- #7712282
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,000,000 | $458,904 |
| Non-Discretionary | $0 | -- |
| Total | $67,000,000 | $458,904 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing