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

Identifiers

SEC RIA File Number 801-43846
SEC ERA File Number 801-43846
SEC CIK Numbers 1799367
SEC CRD Numbers 107645
Legal Entity Identifier None

Principal Office

39533 WOODWARD AVE
SUITE 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
(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
(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

105020192020202120222023202420254 on 4/12/20194 on 6/5/20194 on 3/31/20204 on 6/25/20204 on 7/14/20204 on 3/31/20214 on 7/26/20214 on 8/5/20215 on 11/29/20215 on 3/14/20225 on 6/22/20225 on 8/18/20225 on 3/17/20235 on 6/10/20235 on 2/23/2024

RAUM, Historic

300M150M02019202020212022202320242025144418837 on 4/12/2019144418837 on 6/5/2019160400000 on 3/31/2020160400000 on 6/25/2020160400000 on 7/14/2020180614000 on 3/31/2021180614000 on 7/26/2021180614000 on 8/5/2021229550000 on 11/29/2021218877569 on 3/14/2022218877569 on 6/22/2022218877569 on 8/18/2022182363411 on 3/17/2023182363411 on 6/10/2023226508275 on 2/23/2024

No. Clients, Historic

30015002019202020212022202320242025168 on 4/12/2019168 on 6/5/2019171 on 3/31/2020171 on 6/25/2020171 on 7/14/2020167 on 3/31/2021167 on 7/26/2021167 on 8/5/2021175 on 11/29/2021162 on 3/14/2022162 on 6/22/2022162 on 8/18/2022198 on 3/17/2023198 on 6/10/2023201 on 2/23/2024

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