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 an independent, individual-owned registered investment adviser that began registering with the SEC in 2022. The firm positions itself as a capital allocator working with both individuals and families as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, and selection of outside managers. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. G&H does not identify as an active ESG investor.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$205M in ETFs
64%
$131M
20%
$74.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48.8M | 130,326 | 23.77% |
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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