Unclaimed Profile

Paul Devico

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts

Clean recordGRIMES & COMPANY, INC.

110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 6178066Firm CRD# 109420

Profile Verification

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

Identity

Paul Devico · WESTBOROUGH, MA

Registration

CRD #6178066 · GRIMES & COMPANY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Devico 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# 6178066

Firm CRD# 109420

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Devico offer?

Paul Devico specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WESTBOROUGH, Massachusetts for a consultation.

What are Paul Devico's credentials?

Paul Devico is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Devico located?

Paul Devico is based in WESTBOROUGH, Massachusetts, working with GRIMES & COMPANY, INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.

How does Paul Devico charge for services?

Paul Devico'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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