Vanquour LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,000,000
Total clients
27
100% high-net worth
Total advisors
4
of 3 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
7
Average account size
$2,481,481
About
Vanquour 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 does not maintain relationships with non‑high‑net‑worth individual clients and serves a small number of accounts.
Vanquour constructs customized, long‑term oriented portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and may utilize covered options or allocate portions of assets to third‑party independent managers available through the custodian platform. Its research combines fundamental and technical analysis and portfolios are monitored and adjusted to align with each client’s goals, risk tolerance and tax or legacy considerations.
Notable features include a concentrated client base relative to its assets under management and an owner‑operated structure founded in 2021, plus the addition of ERISA 3(21) retirement plan fiduciary services. The firm maintains an institutional relationship with its recommended custodian that provides upfront and asset‑linked support (a disclosed potential conflict), some advisory personnel are licensed insurance producers who may earn commissions, and one of the firm’s investment officers has public disciplinary disclosures on the adviser public disclosure system.
Client services
Expertise
Fee options
Fixed fee engagements for financial planning based on expected hours; fees may be negotiable.
$0+: Up to 1.50% annually for Investment Management Services (fees are negotiable and based on factors such as assets managed and service complexity) $0+: Up to 1.00% annually for Retirement Plan Advisory Services (fees are negotiable)
Certain Advisory Persons may earn commissions from insurance product sales separate from advisory fees.
Financial planning hourly fees up to $1,500 per hour.
Account minimum: Vanquour generally does not impose a minimum relationship size. Fee-only: Investment management fees up to 1.50% annually; Retirement plan advisory fees up to 1.00% annually; Financial planning fees on hourly or fixed fee basis.
Main office location
Vanquour LLC
3 World Trade Center, 38 Th Floor, 175 Greenwich Street
New York NY 10007, United States
Number of offices
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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