Advisor at Van Grouw Advisors, LLC
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Firm
Van Grouw Advisors, LLC
Location
Bluffton, SC 29910
Credentials
Series 66
Industry experience
3 years
Matthew Van Grouw is a financial advisor at Van Grouw Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked at several firms, including IBN Financial Services, Inc. and Guardian Industries. In addition to his advisory role, he is employed as a staff accountant at James L. Van Grouw LLC, an accounting firm. Van Grouw Advisors, LLC provides discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, including derivatives and margin use, and conducts regular portfolio reviews with tailored investment approaches.
Based on Van Grouw Advisors, LLC
$0 - $1,000,000: 1.00% annually Over $1,000,000+: Negotiable
Investment Advisor Representatives receive external compensation for the sale of securities as registered representatives of a broker-dealer.
29 Plantation Park Drive, Suite 804
Bluffton, SC 29910
New Jersey · South Carolina
Van Grouw Advisors, LLC
2023 - Present (3 years)
IBN Financial Services, Inc.
2023 - Present (3 years)
James L. Van Grouw LLC
2022 - Present (4 years)
Guardian Industries
2021 - 2022 (1 year)
American Zinc Products
2020 - 2021 (1 year)
Thompson Industrial Services
2019 - 2020 (1 year)
Full Time Student
2013 - 2019 (6 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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