Van Grouw

Ibn Advisory Services, Inc

Investment Advisor
in Bluffton, SC

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About this Advisor

James Van Grouw is a financial advisor operating in Bluffton, South Carolina, with a total of 3 years of industry experience. Van Grouw works at Ibn Advisory Services, Inc. Their career trajectory has included roles at James L Van Grouw LLC, Edi Financial, Inc, Starvangrouw Financial, Edi Investment Advisor Corporation, Source Capital Group, Inc, Starvangrouw, LLC, Ibn Financial Services, Inc and Van Grouw Advisors, LLC. Van Grouw maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in South Carolina. Ibn Advisory Services, Inc is a registered investment firm operating out of Liverpool, NY. It controls $155 million in total assets between its 1,742 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises five charities and foundations. Of its 1,742 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Ibn Advisory Services, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on the type of financial services offered. However, fee types charged by Ibn Advisory Services, Inc may include asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

29 Plantation Park Dr. Ste 804
Bluffton, SC 29910

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Ibn Advisory Services, Inc Brokerage Details

Total Assets Under Management


SC Average: $7,464,549,021
Total Number of Employees


SC Average: 88
Total Number of Accounts


SC Average: 3,892
Average Account Size


SC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

James Van Grouw Work History

James has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Van Grouw Advisors, LLC

2017 - Present (7 years)

Ibn Financial Services, Inc

2007 - Present (17 years)

James L Van Grouw LLC

2014 - 2020 (6 years)

Starvangrouw Financial

2014 - 2017 (3 years)

Source Capital Group, Inc

2011 - 2022 (11 years)

Starvangrouw, LLC

2009 - 2014 (5 years)

Edi Financial, Inc

2009 - 2013 (4 years)

Edi Investment Advisor Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of James Van Grouw to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ibn Advisory Services, Inc

Austin King
Liverpool, NY
Timothy Nihill
Portland, ME
Robert Star
Bluffton, SC
James Van Grouw
Bluffton, SC
Joseph Storzinger
Holbrook, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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