AdvisorOS Directory
Claim Profile
PD

Paul Devico

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts
Unclaimed Profile
110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 6178066Firm CRD# 109420
01

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.

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# 6178066
Firm CRD# 109420
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTBOROUGH?

Browse all registered financial advisors in WESTBOROUGH, Massachusetts or claim this profile if it's yours.

Browse WESTBOROUGH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTBOROUGH
Kevin Timothy Grimes — GRIMES & COMPANY, INC.Carolyn Fields Grimes — 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile