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 operating as a privately held corporation that provides financial planning and portfolio management for individuals and small businesses. The firm, founded and SEC-registered in 1993, works predominantly with individual and family clients and charges fees based on a percentage of assets under management. GPM describes itself as an adviser that favors equity-oriented portfolios and does not identify as an ESG investor, a pension consultant, or a multi-state adviser. Service delivery centers on discretionary portfolio management, with a smaller non-discretionary segment. The firm is owner-operated rather than part of a larger corporate platform and does not act as a capital allocator to external proprietary vehicles.
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 2TIMOTHY GRIFFIN
Portfolio Manager, Chief Executive OfficerCRD 1040256
Charles Roehrer
Chief Compliance OfficerCRD 7343985
Contacts
3 of 3Steven 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 10Active vs passive
$68.9M in ETFs
100%
$68.9M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS) | Invesco | Passive | Target Maturity | $13.6M | 663,921 | 19.68% |
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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