Unclaimed Profile

James Paul Gruver

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

SIE, Series 3, Series 7, Series 24, Series 63Clean recordPOLEN CAPITAL MANAGEMENT, LLC

1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 2510324Firm CRD# 106093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Paul Gruver · BOCA RATON, FL

Registration

CRD #2510324 · POLEN CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

CRD 106093 · SEC 801-15180

AUM

$43.2B

Regulatory assets under management

Employees

173

3,397 client accounts

Services offered by POLEN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Paul Gruver offer?

James Paul Gruver specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are James Paul Gruver's credentials?

James Paul Gruver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Paul Gruver located?

James Paul Gruver is based in BOCA RATON, Florida, working with POLEN CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does James Paul Gruver charge for services?

James Paul Gruver's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →