G&H Investments

RIASEC RegisteredEst. 2022

Total AUM

$576M

Discretionary

$531M

92% of AUM

Avg account

$1.2M

Accounts

463

Employees

Advisory reps

Firm details

Headquarters: Leola, Pennsylvania
CRD number: 317722
Registered since: January 3, 2022
Website: www.gross-investments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.75%
Charitable Organizations42.1%
Individuals6.06%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

G&H Investments is an independent, LLC-structured registered investment adviser that began SEC registration in 2022 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional accounts. Its service mix includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers — a capability reinforced by the firm's designation as a capital allocator. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee options. G&H does not identify as an active ESG investor and is not registered as a multi-state adviser.