This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About G&h Investments
Gross & Hartman Investments is a Leola, PA–based investment advisory firm serving Lancaster County and clients nationwide. The team provides personalized investment management and financial planning, bringing institutional-style portfolio construction to individual relationships. Portfolios commonly incorporate fixed income (including municipal and U.S. government bonds) and ETFs, and the advisors include CFA charterholders. Custody is through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY B HARTMAN MR.
Chief Compliance Officer, Managing Director, President
- CRD
- #6264503
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DONALD RICHARD GROSS, JR. JR
--
- CRD
- #4580859
DANIEL JENNINGS
--
- CRD
- #6671591
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,596,031 | $1,294,137 |
| Non-Discretionary | $45,434,663 | $857,258 |
| Total | $576,030,694 | $1,244,127 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing