James Leonard Van Grouw

Ibn Advisory Services, INC.

17 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningInvestment Management

Ibn Advisory Services, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,524 clients

Average Client Portfolio

$121K average

Assets Under Management

$184.9M

Fee Structure

Location

29 Plantation Park Dr. STE 804, Bluffton, SC, 29910

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

James owns James L. Van Grouw, LLC, providing tax and accounting services, dedicating nearly full-time hours to this business. He also owns JB Holdings, LLC, a real estate rental company, and spends minimal time on this.