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Jeffrey B Hartman

GROSS & HARTMAN INVESTMENTS, LLC·LEOLA, Pennsylvania
Clean recordGROSS & HARTMAN INVESTMENTS, LLC
349 W MAIN STREET, LEOLA, PA 17540CRD# 6264503Firm CRD# 317722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey B Hartman · LEOLA, PA
Registration
CRD #6264503 · GROSS & HARTMAN INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey B Hartman is a registered financial advisor based in LEOLA, Pennsylvania, affiliated with GROSS & HARTMAN INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GROSS & HARTMAN INVESTMENTS, LLC
G&H INVESTMENTS
AUM
$456M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at GROSS & HARTMAN INVESTMENTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6264503
Firm CRD# 317722
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey B Hartman offer?
Jeffrey B Hartman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LEOLA, Pennsylvania for a consultation.
What are Jeffrey B Hartman's credentials?
Jeffrey B Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey B Hartman located?
Jeffrey B Hartman is based in LEOLA, Pennsylvania, working with GROSS & HARTMAN INVESTMENTS, LLC. Their office serves clients in the LEOLA metropolitan area and surrounding communities.
How does Jeffrey B Hartman charge for services?
Jeffrey B Hartman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROSS & HARTMAN INVESTMENTS, LLC?
GROSS & HARTMAN INVESTMENTS, LLC has approximately 4 employees and manages $456M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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