Unclaimed Profile

Timothy John Grimes

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts

Clean recordGRIMES & COMPANY, INC.

110 TURNPIKE RD, WESTBOROUGH, MA 01581CRD# 1314207Firm CRD# 109420

Profile Verification

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

Identity

Timothy John Grimes · WESTBOROUGH, MA

Registration

CRD #1314207 · GRIMES & COMPANY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Timothy John 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# 1314207

Firm CRD# 109420

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy John Grimes offer?

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

What are Timothy John Grimes's credentials?

Timothy John Grimes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy John Grimes located?

Timothy John 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 Timothy John Grimes charge for services?

Timothy John 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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