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Carolyn Fields Grimes

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts
Unclaimed Profile
110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 4361159Firm CRD# 109420
01

About

Carolyn Fields Grimes is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with GRIMES & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GRIMES & COMPANY, INC.
GRIMES & COMPANY, INC.
AUM
$4.9B
Regulatory assets under management
Employees
37
Total firm employees
View all advisors at GRIMES & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4361159
Firm CRD# 109420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carolyn Fields Grimes offer?
Carolyn Fields Grimes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTBOROUGH, Massachusetts for a consultation.
What are Carolyn Fields Grimes's credentials?
Carolyn Fields Grimes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carolyn Fields Grimes located?
Carolyn Fields Grimes is based in WESTBOROUGH, Massachusetts, working with GRIMES & COMPANY, INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.
How does Carolyn Fields Grimes charge for services?
Carolyn Fields 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 GRIMES & COMPANY, INC.?
GRIMES & COMPANY, INC. has approximately 37 employees and manages $4.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTBOROUGH
Kevin Timothy Grimes — GRIMES & COMPANY, INC.Paul Devico — GRIMES & COMPANY, INC.Emily Grimes Wood — GRIMES & COMPANY, INC.Victor Joseph Melfa — MELFA WEALTH MANAGEMENT, INC.Timothy John Grimes — GRIMES & COMPANY, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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