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Iii Allen Evans Mr. Grimes

DUPREE & COMPANY, INC.·LEXINGTON, Kentucky
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125 SOUTH MILL ST STE 100, LEXINGTON, KY 40507CRD# 4890647Firm CRD# 1697
01

About

Iii Allen Evans Mr. Grimes is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with DUPREE & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
DUPREE & COMPANY, INC.
DUPREE & COMPANY, INC.
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at DUPREE & COMPANY, INC. →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4890647
Firm CRD# 1697
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Iii Allen Evans Mr. Grimes offer?
Iii Allen Evans Mr. Grimes specializes in Investment Management, Fee-Only Advisory. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Iii Allen Evans Mr. Grimes's credentials?
Iii Allen Evans Mr. Grimes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iii Allen Evans Mr. Grimes located?
Iii Allen Evans Mr. Grimes is based in LEXINGTON, Kentucky, working with DUPREE & COMPANY, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Iii Allen Evans Mr. Grimes charge for services?
Iii Allen Evans Mr. Grimes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUPREE & COMPANY, INC.?
DUPREE & COMPANY, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEXINGTON
Justin George Sautter — RUSSELL CAPITAL MANAGEMENT, LLCThomas Parmelee Dupree — DUPREE FINANCIAL GROUP, LLCElizabeth Host Dupree — DUPREE FINANCIAL GROUP, LLCMargaret Lee Grider — DUPREE FINANCIAL GROUP, LLCGuy Bradley — DUPREE & COMPANY, INC.
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)
City Guides
LOUISVILLE GuideCOVINGTON GuideFT. WRIGHT GuidePROSPECT GuideBOWLING GREEN Guide
Research
Advisor Fees in KentuckyNational Fee Analysis
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