Van Grouw Advisors, LLC

Overview

Van Grouw Advisors, LLC is an independent, owner-operated registered investment adviser organized as an LLC that manages portfolios for individuals, small businesses and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management rather than pension consulting or multi-state advisory programs. It does not identify as an active ESG investor and is not positioned as a capital allocator or a related adviser. The firm lists accounting industry affiliation and emphasizes traditional wealth-management activities rather than large-scale institutional consulting or third-party capital placement. Its advisory scope, as reported, centers on direct portfolio management for individuals and small business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives