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| Happy Holidays!! thanks for using AUM13F!! |
| GPM Growth Investors Inc
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| CRD # | 107645 |
| SEC # | 801-43846 |
| CIK # | 0001799367 |
| AUM | $258.1 M (2025-03-24) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 248-865-0518 |
| Address | 39533 Woodward Ave Bloomfield Hills, MI 48304 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 22.8 | ||
| Alphabet Inc | 15.1 | ||
| Oracle Corp | 11.9 | ||
| Amazon Com Inc | 11.9 | ||
| Costco Wholesale Corp /NEW | 11.3 | ||
| VISA Inc | 11.1 | ||
| Apple Inc | 10.4 | ||
| Stryker Corp | 9.0 | ||
| Carrier Global Corp | 8.2 | ||
| Analog Devices Inc | 8.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 45.6 |
| (b) Individuals (high net worth individuals) | 56 | 206.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 258.1 |
| By Discretionary | ||
| Discretionary | 484 | 249.1 |
| Non-Discretionary | 8 | 9.0 |
| Total | 492 | 258.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.1 | |
| Total | 492 | 258.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001799367] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Briggs Wealth Management Inc
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|
CT | 0.3 |
|
Transitus Wealth Partners LLC
✚
|
NC | 0.3 |
|
Grant Koehler & Levin Ltd
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|
0.3 | |
|
Wilmington Capital Securities LLC
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|
NY | 0.3 |
|
Codex Capital Asset Management LLC
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|
0.3 | |
|
Meridian Financial LLC
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|
MA | 0.3 |
|
Clarus Wealth Advisors LLC
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|
AZ | 0.3 |
|
Avalon Advisory Group LLC
✚
|
PA | 0.3 |
|
Orion Capital Management LLC
✚
|
CA | 0.3 |
|
The H Group Washington Inc
✚
|
OR | 0.3 |