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G&H INVESTMENTS
349 W Main Street
Suite 108
Leola, Pennsylvania 17540
Tel: 717-295-4425
About G&H INVESTMENTS
G&H INVESTMENTS, formally registered with the SEC as G&H INVESTMENTS. The firm was established in 01/03/2022. They have over 1 offices throughout the country.
G&H INVESTMENTS is a Leola, Pennsylvania based Financial Planning firm with nearly $456,200,000 assets under management, offering retirement planning & investment advisory services to 177 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317722 |
| SEC# | 801-122984 |
| Assets Managed by Firm | $456,200,000 |
| No. of Clients | 177 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 177 | $456,200,000 |
| Individuals (other than high net worth individuals) | 102 | $155,000,000 |
| High net worth individuals | 8 | $150,000,000 |
| Charitable organizations | 1 | $150,000,000 |
| Corporations or other businesses | 2 | $1,200,000 |
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|---|---|---|---|
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