Donald Richard Gross, Jr.

Employer firm

G&H Investments CRD 317722

$576M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1988 → Present
  Aug, Inc. D/B/A Gross Investments
  Lancaster, PA
• 01/2022 → Present
  Gross & Hartman Investments, Llc
  Lancaster, PA

Previous Registrations

• 1991-02-19 → 2022-04-19
  Gross Investments
  Lancaster, PA
• 1991-02-19 → 2006-12-31
  Gross Investments
  Lancaster , PA

Other Businesses

Mr. Gross is a principal of AUG, Inc., dba Gross Investments, a registered investment advisory firm in Lancaster PA. Mr. Gross works less than 1 hour a week during securities trading hours with Gross Investments.

Other Names

• Donald R. Gross, Jr.
• Donald R. Gross, Jr.