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, privately owned registered investment adviser that has been SEC-registered since 1993. The firm advises individuals and families, charging fees based on a percentage of assets under management, and concentrates its advisory work on financial planning and portfolio management for individuals and small businesses. GPM is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$81.4M in ETFs
100%
$81.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF (BSCV) | Invesco | Passive | Target Maturity | $15.6M | 989,948 | 19.19% |
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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