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Building 2G&H INVESTMENTS

Map pinLEOLA, PA
Phone717-295-4425
NotebookSEC #801-122984
Total AUM
$576M
Employees
4
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
349 W MAIN STREET
SUITE 108
LEOLA
PA 17540
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
717-295-4425

ReceiptFinancials

Total AUM
$576M
Accounts
463
Discretionary
$530.6M
Accounts
410
Non-Discretionary
$45.4M
Accounts
53

ContactClients

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Individual Clients
91
AUM
$34.9M
HNW Individual Clients
38
AUM
$298.1M
Charitable Organization Clients
6
AUM
$242.5M
Corporation or Business Clients
1
AUM
$541.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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