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Kevin Timothy Grimes

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts
Unclaimed Profile
110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 2967732Firm CRD# 109420
01

About

Kevin Timothy 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# 2967732
Firm CRD# 109420
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Timothy Grimes offer?
Kevin Timothy Grimes specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTBOROUGH, Massachusetts for a consultation.
What are Kevin Timothy Grimes's credentials?
Kevin Timothy Grimes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Timothy Grimes located?
Kevin Timothy 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 Kevin Timothy Grimes charge for services?
Kevin Timothy 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
Carolyn Fields 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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