A complete list of active advisors currently associated with Vanquour LLC

Warmer can help you find a great advisor at Vanquour LLC or one who fits your needs even better.

Vanquour LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to high‑net‑worth individuals, families, trusts, estates, businesses and retirement plans. The firm constructs customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and may employ covered options, managed-account programs and independent managers as part of its solutions. Vanquour’s investment process combines fundamental and technical analysis to build primarily long‑term portfolios while permitting tactical reallocations and portfolio harvesting where appropriate; advisors maintain ongoing personal contact and perform initial and ongoing due diligence on any independent managers. The firm also offers written financial plans and serves as a 3(21) retirement-plan adviser acting in an ERISA fiduciary capacity for plan sponsors. Compared with many peers, Vanquour operates with a small, concentrated client base focused on HNW relationships and generally does not serve non‑high‑net‑worth individual clients. The firm, founded in 2021, maintains an institutional relationship with RBC that provides platform, technology and marketing support (an economic benefit that can influence custodian recommendations), and some advisory personnel are also licensed to sell insurance products and may receive commission income.

To learn more about the advisors currently working at Vanquour LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Maximillian Alden	New York, NY	1
Jacob Chen	New York, NY	3
Patrick Donohue	New York, NY	44
Benjamin Kaufamn	New York, NY	0
Lu Zhou	New York, NY	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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