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G&H INVESTMENTS
GROSS & HARTMAN INVESTMENTS, LLC
CRD 317722 · SEC 801-122984
349 W MAIN STREET, SUITE 108, LEOLA, PA, 17540, United States
Phone
717-295-4425
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$576.0M
Discretionary AUM
$530.6M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $34.9M |
| High net worth individuals | 38 | $298.1M |
| Charitable organizations | 6 | $242.5M |
| Corporations/business entities | 1 | $541K |
States served
CA, NJ, NC, PA, TX
All web addresses on file
Official SEC filing: View on IAPD