Unclaimed Profile

Kevin Timothy Grimes

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts

Clean recordGRIMES & COMPANY, INC.

110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 2967732Firm CRD# 109420

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Timothy Grimes · WESTBOROUGH, MA

Registration

CRD #2967732 · GRIMES & COMPANY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GRIMES & COMPANY, INC.

AUM

$4.9B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2967732

Firm CRD# 109420

View on FINRA BrokerCheck →

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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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