G&H INVESTMENTS
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
FINTRXOverview
G&H Investments is a privately held limited liability company operating as an independent registered investment adviser. The firm registered with the SEC in 2022 and is owned by an individual. It positions itself as a capital allocator, working with both individual and family clients as well as institutional clients. Advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. The firm does not identify as an active ESG investor and is not a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds22%
- State & Local Bonds17%
- Cash & Cash Equivalents13%
- US Government Bonds11%
Contacts
3 of 3DANIEL JENNINGS
Portfolio ManagerCRD 6671591
JEFFREY HARTMAN
Portfolio ManagerCRD 6264503
DONALD GROSS, JR.
PresidentCRD 4580859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$169M in ETFs
71%
$121M
13%
$48.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $42.4M | 132,232 | 25.04% |
Location
LEOLA, PA
LANCASTER
Location
LEOLA, PA
Headquartered in LEOLA, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- LANCASTER
- Address
- 349 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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