Overview
Assets Under Management: $247 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 9
Average Client Assets: $8.9 million
Frequently Asked Questions
GROSS INVESTMENTS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121448), GROSS INVESTMENTS is subject to fiduciary duty under federal law.
GROSS INVESTMENTS is headquartered in LANCASTER, PA.
GROSS INVESTMENTS serves 9 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, GROSS INVESTMENTS offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GROSS INVESTMENTS manages $247 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, GROSS INVESTMENTS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.39%
Average Client Assets: $8.9 million
Total Client Accounts: 86
Discretionary Accounts: 76
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 121448
Filing ID: 1190373
Last Filing Date: 2018-03-27 16:45:00