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GROSS INVESTMENTS LLC

CRD 310119

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745 MARKS ROAD, VALLEY CITY, OH, 44280, United States

Phone

216-644-6957

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$13.3M

Discretionary AUM

$7.0M

Team

3 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals244$10.8M
High net worth individuals7$2.4M

All web addresses on file

Official SEC filing: View on IAPD