LZ
LZ

Lu Zhou

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
27 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$67.1M

Fee Structure

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Location

3 World Trade Center, 38th Floor, 175 Greenwich Street, New York, NY, 10007

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lu is the 100% owner, President, and Chief Compliance Officer of Vanquour, LLC, a registered investment advisory firm, since November 2021. Lu dedicates a full-time workload to overseeing a book of clients and managing financial advisors, with a few hours per week during trading hours.

Employment History
Current Registrations
Vanquour LLC
March 2022 - Present · 3 yrs 11 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.