GPM GROWTH INVESTORS, INC.
Adviser information for GPM GROWTH INVESTORS, INC. last updated from Form ADV on February 23rd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Michigan, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 5 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 460 | $226.5M |
Non-Discretionary | 0 | $0 |
Total | 460 | $226.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 127 | $26.4M |
HNW Individuals | 72 | $198.2M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | <5 | $666,130 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $1.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 201 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 51-100 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUM |
Principal Office
39533 WOODWARD AVESUITE 145
BLOOMFIELD HILLS
MI
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 248-865-0518, Fax: 248-865-0662
Chief Compliance Officer
TIMOTHY GRIFFIN
PRESIDENT, CCO
39533 WOODWARD AVE
SUITE 145
BLOOMFIELD HILLS
MI
United States
Tel:
(248) 865-0518
Fax:
(248) 865-0662
T**@************M
(Full email address available in API data)
Regulatory Contact
BRITTNEY DELLA TORRE
MANAGING PARTNER
39533 WOODWARD AVE
SUITE 145
BLOOMFIELD HILLS
MI
United States
Tel:
(248) 865-0518
Fax:
(248) 865-0662
B*******@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GRIFFIN, TIMOTHY | Individual | – | PRESIDENT, CCO, PORTFOLIO MANAGER | 03/2021 | > 75% |
GRIFFIN, JOSEPH, T. | Individual | – | MANAGING PARTNER, PORTFOLIO MANAGER, CLIENT ADVISOR | 10/2021 | 10-25% |
DELLA TORRE, BRITTNEY, LOUISE | Individual | – | MANAGING PARTNER, CLIENT ADVISOR | 01/2022 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ADOBE INC | COM | 4M | 7K | 0 |
ALPHABET INC | CAP STK CL A | 16M | 88K | 0 |
ALPHABET INC | CAP STK CL C | 494K | 3K | 0 |
AMAZON COM INC | COM | 10M | 53K | 0 |
ANALOG DEVICES INC | COM | 8M | 35K | 0 |
APPLE INC | COM | 11M | 53K | 0 |
CANADIAN PACIFIC KANSAS CITY | COM | 5M | 61K | 0 |
CARRIER GLOBAL CORPORATION | COM | 7M | 111K | 0 |
COSTCO WHSL CORP NEW | COM | 11M | 13K | 0 |
DISNEY WALT CO | COM | 256K | 3K | 0 |
HEICO CORP NEW | CL A | 5M | 30K | 0 |
HERSHEY CO | COM | 3M | 19K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 4M | 211K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 6M | 311K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 8M | 427K | 0 |
INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 3M | 135K | 0 |
INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 4M | 159K | 0 |
INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 8M | 396K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 4M | 194K | 0 |
INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 3M | 165K | 0 |
MASTERCARD INCORPORATED | CL A | 263K | 596 | 0 |
MCDONALDS CORP | COM | 5M | 21K | 0 |
META PLATFORMS INC | CL A | 1M | 3K | 0 |
MICROCHIP TECHNOLOGY INC. | COM | 7M | 78K | 0 |
MICROSOFT CORP | COM | 21M | 47K | 0 |
NETFLIX INC | COM | 219K | 324 | 0 |
NIKE INC | CL B | 2M | 30K | 0 |
NORDSON CORP | COM | 3M | 15K | 0 |
ORACLE CORP | COM | 8M | 56K | 0 |
PACER FDS TR | PACER US SMALL | 2M | 42K | 0 |
SALESFORCE INC | COM | 3M | 10K | 0 |
SCHWAB CHARLES CORP | COM | 3M | 46K | 0 |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3M | 37K | 0 |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 4M | 65K | 0 |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 12M | 118K | 0 |
STARBUCKS CORP | COM | 754K | 10K | 0 |
STRYKER CORPORATION | COM | 8M | 23K | 0 |
TELEDYNE TECHNOLOGIES INC | COM | 3M | 7K | 0 |
TEXAS ROADHOUSE INC | COM | 5M | 28K | 0 |
UNITEDHEALTH GROUP INC | COM | 6M | 13K | 0 |
VANGUARD WORLD FD | INF TECH ETF | 2M | 4K | 0 |
VISA INC | COM CL A | 8M | 32K | 0 |
WALKER & DUNLOP INC | COM | 5M | 47K | 0 |