V
$68.8M Total AUM
$68.8M Disc. AUM
-- 3Y CAGR
3 Employees
80 ADV. Clients
5 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-27-2020
- Office Locations
- 2
Office Locations
110 Traders Cross Okatie SC
29 Plantation Park Drive Suite 804 Bluffton SC
About VAN Grouw Advisors, LLC
VAN Grouw Advisors, LLC is a Bluffton-based RIA with 2 offices. The firm has been operating for 5 years. Managing $68.8M in total assets under management, with 3 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
55 AVG AGE
$22.9M AVG AUM / ADVISOR
$860.5K AVG AUM / CLIENT
5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES LEONARD VAN GROUW
Advisor, Chief Compliance Officer, CPA, Managing Member
- CRD
- #5460427
- Ownership
- 75% or more
Available
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Showing 1 of 1 owners & executives
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M
Matthew John Van Grouw
--
- CRD
- #7682031
Available
Available
Available
R
RONALD ERIC WOERNLE SR
--
- CRD
- #2172799
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,840,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,840,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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