GPM Growth Investors, Inc.
Firm details
- Headquarters
- Bloomfield Hills, Michigan
- CRD number
- 107645
- Registered since
- May 5, 1993
- Website
- www.gpmgrowth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.58%
- Individuals14.82%
- Pension & Profit Sharing Plans1.22%
- Corporations / Businesses0.76%
- Charitable Organizations0.62%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
GPM Growth Investors, Inc. is an independent registered investment adviser that has been SEC-registered since 1993 and is owned by an individual. The firm serves individual and family clients, charging fees as a percentage of assets under management. Its practice centers on financial planning and discretionary portfolio management for individuals and small businesses. GPM does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
2 of 2
Timothy Griffin
Portfolio Manager, Chief Executive OfficerCRD 1040256
Charles Roehrer
Chief Compliance OfficerCRD 7343985
Contacts
3 of 3
Steven Feeman
Client AdvisorCRD 7874170
Brittney Della Torre
Managing Partner, Client AdvisorCRD 5549479
Joseph Griffin
Managing Partner, Portfolio ManagerCRD 5758944
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$82.4M in ETFs
100%
$82.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF (BSCV) | Invesco | Passive | Target Maturity | $16.3M | 991,889 | 19.72% |
Location
Bloomfield Hills, MI
Oakland
Location
Bloomfield Hills, MI
Headquartered in Bloomfield Hills, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 39533 Woodward Ave
- Time zone
- ET (UTC-5)
- Office locations
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