Brittney
Stevenson

Gpm Growth Investors, Inc

CRD#5549479
Investment Advisor
in Farmington, MI

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About this Advisor

Brittney Stevenson is a financial advisor based out of Farmington, Michigan with a total of 4 years of industry experience. Stevenson is on the advisory team at Gpm Growth Investors, Inc. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Ferhadson & Associates, Edustaff, Financial Independence, LLC and Griffin Portfolio Management Corp. Stevenson has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Michigan. Gpm Growth Investors, Inc is a business based out of Farmington, MI. It has $182 million in assets under management across its 449 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 449 customer accounts, 34% are held by high-net-worth individuals who have at least $1 million in assets. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which service is offered. Fee types charged by Gpm Growth Investors, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

30500 Northwestern Hwy. Suite 313
Farmington, MI 48334

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Gpm Growth Investors, Inc Brokerage Details

Total Assets Under Management

$182,363,411

MI Average: $943,424,332
Total Number of Employees

5

MI Average: 21
Total Number of Accounts

449

MI Average: 1,586
Average Account Size

$406,155

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brittney Stevenson Work History

Brittney has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Griffin Portfolio Management Corp

2016 - 2018 (2 years)

Financial Independence, LLC

2015 - 2016 (1 year)

Edustaff

2014 - 2015 (1 year)

Ferhadson & Associates

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brittney Stevenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gpm Growth Investors, Inc

Brittney Stevenson
Farmington, MI
Mark Hogan
Farmington, MI
Kevin Leahy
Farmington, MI
Joseph Griffin
Farmington, MI
Timothy Griffin
Farmington, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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