Donald Gross, Jr., financial advisor Leola PA

Donald Gross, Jr.

CRD Number: 4580859
Current Firm: G&h Investments

Donald Gross, Jr. (CRD# 4580859) is an Investment Advisor Representative working at G&h Investments in Leola, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Gross & Hartman Investments, LLC Lancaster, PA Jan 2022 - Current 2
Aug, Inc. D/b/a Gross Investments Lancaster, PA Feb 1988 - Current 36

Donald Gross, Jr. has no recent exams reported.
Contact Info for Donald R. Gross, Jr.
Phone Number: 717-295-4425
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    456
    MILLIONS
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $2,577,401
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NC, NJ, PA, TX

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