Investment adviser · CRD 122725

STEPHEN M. GROSS, INC.

Investment adviser filing (IA)

EDGEWATER, NJ, United States · Form ADV filed Nov 30, 2012

Regulatory AUM
$67.7M
Form ADV · Item 5.F
Client accounts
196
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 30, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

115 RIVER ROAD SUITE 1208: BUILDING 12
EDGEWATER, NJ, 07020, United States

CRD 122725

Filing source

Form ADV 683283 · Nov 30, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.