G&h Investments

G&h Investments (CRD# 317722) is a financial advisory firm headquartered in Leola, PA. They manage $456,200,000 in 177 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
349 W Main Street, Suite 108, Leola, PA 17540
https://www.gross-investments.com/
By the Numbers
  • Total Assets Under Management
    456
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

CA, NC, NJ, PA, TX

Financial Advisors at G&h Investments
Showing 1 - 3 of 3 top financial advisors.
1
Donald Gross, Jr., financial advisor Leola PA
Donald R. Gross, Jr.
CRD#: 4580859
349 W Main Street, Suite 108, Leola, PA 17540

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.

2
Jeffrey Hartman, financial advisor Leola PA
Jeffrey B. Hartman
CRD#: 6264503
349 W Main Street, Suite 108, Leola, PA 17540

Jeffrey Hartman (CRD# 6264503) is an Investment Advisor Representative working at G&h Investments in Leola, PA and has over 8 years of experience in the finance industry.

3
Daniel Jennings, financial advisor Leola PA
Daniel Jennings
CRD#: 6671591
349 W Main Street, Suite 108, Leola, PA 17540

Daniel Jennings (CRD# 6671591) is an Investment Advisor Representative working at G&h Investments in Leola, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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