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Qing Lu

Kavout Algo Financial LLC

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About Qing Lu

Qing Lu is a registered Investment Advisor Representative, licensed in Washington. Qing has been with Kavout Algo Financial LLC since August 2020. Qing is also the CEO of Kavout Corporation, a technology company that provides software and technology support. Qing is also a 36% owner of Finanlytics Inc. Qing has a Series 65 license and has been in the industry since 2016. Qing offers portfolio management for individuals and has a history of working with high-net-worth clients.

Firm Information

Qing Lu is currently registered with Kavout Algo Financial LLC. Kavout Algo Financial LLC is an investment adviser with 1 investment adviser representative and 4 investment advisory functions. They manage approximately $1,034,052 in assets for 4 high-net-worth individuals. The firm provides portfolio management services for individuals.

$1.03M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Qing Lu’s Registration & Firm History

WA

01/08/2021 - Present

Kavout Algo Financial LLC (SEATTLE WA)

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Licenses & Designations

IA

Issued 06/23/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Qing Lu.
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