Gross Investments

Gross Investments (CRD# 121448) is a financial advisory firm headquartered in Lancaster, PA. They manage $201,000,000 in 79 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $2,544,304
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC, NJ, PA

Financial Advisors at Gross Investments
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey R. Hartman
CRD#: 2795503
26 W. Orange Street, Lancaster, PA 17603
93
Wealthminder
score

Jeffrey Hartman (CRD# 2795503) is an Investment Advisor Representative working at Gross Investments in Lancaster, PA and has over 21 years of experience in the finance industry.

2
Donald R. Gross, Jr.
CRD#: 4580859
26 W. Orange Street, Lancaster, PA 17603
90
Wealthminder
score

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

3
Jeffrey B. Hartman
CRD#: 6264503
26 W. Orange Street, Lancaster, PA 17603
89
Wealthminder
score

Jeffrey Hartman (CRD# 6264503) is an Investment Advisor Representative working at Gross Investments in Lancaster, PA and has over 2 years of experience in the finance industry.

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