Gpm Growth Investors, Inc.
- Regulatory AUM
- $281M
- Discretionary
- $271M
- Clients
- 217
- Avg AUM / client
- $1.3M
- Accounts
- 531
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 151 | $41.7M | 14.8% |
| High net worth individuals | 66 | $232M | 82.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.4M | 1.22% |
| Charitable organizations | Fewer than 5 clients | $1.7M | 0.62% |
| Corporations and other businesses | Fewer than 5 clients | $2.1M | 0.76% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Griffin | President, Cco, Portfolio Manager | May 2010 (16y) | 75% or more | |
| Brittney Louise Della Torre | Managing Partner, Client Advisor | Apr 2019 (7y) | 5% – 10% | |
| Joseph T. Griffin | Managing Partner, Portfolio Manager, Client Advisor | Oct 2021 (5y) | 10% – 25% | |
| Charles Brian Roehrer | Registered representative | Sep 2023 (3y) | ||
| Steven Feeman | Registered representative | Feb 2024 (2y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 947 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $223M (79% of AUM) Mar 2026
- Interactive Brokers $3.4M (1% of AUM) Feb 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗