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- Custodian
- Charles Schwab & Company ยท Security Benefit
- Clients
- Retail
- Platforms
- Radial alphaValue
- Established Date
- 08-03-2020
- Office Locations
- 3
Office Locations
About Gross Investments LLC
Gross Investments LLC is an RIA in Medina, Ohio serving individuals and business owners with financial planning, account consolidation/rollovers, and employer benefit/retirement programs. Portfolios use public funds and ETFs, including Market Guard model portfolios that apply tactical asset allocation and can signal when to buy, hold, or sell underlying ETFs. Insurance and annuity products are offered via Gross Insurance (affiliate) and WestPoint Wealth Management (unaffiliated).
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOWARD JOSEPH GROSS
Chief Compliance Officer, Managing Member, Owner
- CRD
- #7220075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOSEPH F ROMITO
--
- CRD
- #4691190
JASON ROBERT THOMSON
Financial Planner
- CRD
- #7176001
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,045,566 | -- |
| Non-Discretionary | $6,205,602 | -- |
| Total | $13,251,168 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,251,168
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,829,470,869 | 30.4% |
| Public Funds | $1,600,787,010 | 26.6% |
| Cash | $1,233,689,237 | 20.5% |
| Municipal Bonds | $1,354,049,164 | 22.5% |
| Total | $6,017,996,280 | 100.0% |