Gross & Hartman Investments, LLC
● SEC registered since 2022CRD 317722SEC# 801-122984Leola, PA
Reg. AUM
$576M
Employees
4
Accounts
463
Location
Leola, PA
Gross & Hartman Investments, LLC assets under management
Gross & Hartman Investments, LLC operates as an SEC-registered investment adviser based in Leola, PA. The firm has been registered since 2022. It reports $576 million in regulatory assets under management and employs 4 people.
Gross & Hartman Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey B Hartman Control | President And Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Gross & Hartman Investments, LLC manage?
Gross & Hartman Investments, LLC reports $576 million in regulatory assets under management on its Form ADV.
How many employees does Gross & Hartman Investments, LLC have?
Gross & Hartman Investments, LLC reports 4 employees.
Where is Gross & Hartman Investments, LLC located?
Gross & Hartman Investments, LLC is based in Leola, PA and has been SEC-registered since 2022.
Does Gross & Hartman Investments, LLC disclose fund performance?
Gross & Hartman Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 349 W Main Street, Suite 108, Leola, PA 17540 |
| Phone | 717-295-4425 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$576M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$576Mregulatory AUM
Discretionary $530.6MNon-discretionary $45.4M