Unclaimed Profile

Timothy John Grimes

GRIMES & COMPANY, INC.·WESTBOROUGH, Massachusetts

SIE, Series 6, Series 7, Series 22, Series 63, Series 65, Series 79TOClean record29 years registeredGRIMES & 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. · 29 years registered

Brand Profile

Not yet started

Career History

GRIMES & COMPANY

Apr 1997 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Series 79TO

Registration record

First registered · April 23, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRIMES & COMPANY, INC.

CRD 109420 · SEC 801-57193

AUM

$4.9B

Regulatory assets under management

Employees

8,908 client accounts

Services offered by GRIMES & COMPANY, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRIMES & COMPANY, INC. →

Introduction

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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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