Gpm Growth Investors, Inc. (Farmington Hills)

Name: Gpm Growth Investors, Inc.
Address: 30500 Northwestern Hwy., Farmington Hills, MI, 48334
Telephone: 248-865-0518

Gpm Growth Investors, Inc. is a large advisory firm based in Farmington Hills. It manages $144.42 million of regulatory assets for 371 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Florida and Michigan.

Gpm Growth Investors provides portfolio management for individuals and small businesses and furnishes investment advice through consultations. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gpm Growth Investors: assets under management

The assets under management (AUM) of Gpm Growth Investors, Inc. is $144.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $144.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.27 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 70% of the total AUM. The second-largest asset type is non-investment grade corporate bonds, which make up 8% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gpm Growth Investors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Gpm Growth Investors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Gpm Growth Investors is individuals with 163 clients and $93.71 million of assets under management. Among the 11 most similar advisory firms, Gpm Growth Investors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $142.91 million for 168 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Gpm Growth Investors doesn't advise any private funds.

Careers at Gpm Growth Investors, Inc.

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Timothy Griffin	Chief compliance officer, president	1 Jul 2004	75% - 100%	1040256
Michelle M Dinardo	Client advisor, vice president	1 Jan 2019	Other	5758880

Based in Farmington Hills

The principal office where Gpm Growth Investors, Inc. performs its advisory services is located at 30500 Northwestern Hwy., Farmington Hills, MI 48334, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-865-0518 or by fax 248-865-0662. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at grifport.com.