VAN GROUW ADVISORS, LLC

Overview

Van Grouw Advisors, LLC is a small, owner-operated registered investment advisor focused on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Investment activity shows a clear tilt toward publicly traded equities, with a meaningful portion of assets held in exchange-traded securities. The firm supplements equity exposure with mutual funds and allocates to third-party real estate strategies for alternative exposure. Van Grouw Advisors is not positioned as an ESG-driven manager and reports advisory activity tied to traditional portfolio management rather than pension consulting or multi-state advisory programs. The advisory practice appears to run a concentrated, hands-on model: all reported assets are discretionary, reflecting delegated authority to implement strategy and rebalance without client-by-client trade approvals. The firm lists an accounting professional affiliation, which may support tax-focused or tax-aware planning for its client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices