GROSS INVESTMENTS LLC

RIASEC Registered

Total AUM

$13.3M

Discretionary

$7M

53% of AUM

Avg account

$51.8K

Accounts

256

Employees

Advisory reps

Firm details

Headquarters: VALLEY CITY, Ohio
CRD number: 310119
Website: gross-inv.com
Custodians: CHARLES SCHWAB & CO., INC., ASPIRE FINANCIAL SERVICES, SECURITY BENEFIT
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals81.87%
HNWI18.13%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Gross Investments LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, manager selection and the publication of newsletters or periodicals. It operates as a capital allocator, which indicates it places client capital with external managers and third-party funds in addition to running in-house portfolios. The firm charges a mix of fees — percentage of AUM, hourly, subscription and fixed fees — and has an affiliation with an insurance company, a relationship that aligns with its use of annuities among client solutions. Gross Investments does not self-identify as an active ESG investor and is not structured as a multi-state adviser.