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GRIMES & COMPANY, INC.
GRIMES & COMPANY, INC.
WESTBOROUGH, Massachusetts
·
7 registered advisors
·
CRD# 109420
SEC# 801-57193
25
508-366-3883
01
Firm Overview
AUM
$4.9B
Regulatory assets under management
Employees
37
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at GRIMES & COMPANY, INC.
7 registered advisors
Carolyn Fields Grimes
WESTBOROUGH, Massachusetts
CRD# 4361159
Emily Grimes Wood
WESTBOROUGH, Massachusetts
CRD# 4457998
Gerald Stephen Connolly
WESTBOROUGH, Massachusetts
CRD# 1594715
Kevin Timothy Grimes
WESTBOROUGH, Massachusetts
CRD# 2967732
Michael Joseph Davide
WESTBOROUGH, Massachusetts
CRD# 2890689
Paul Devico
WESTBOROUGH, Massachusetts
CRD# 6178066
Timothy John Grimes
WESTBOROUGH, Massachusetts
CRD# 1314207
05
Office Locations
WESTBOROUGH, Massachusetts
7 advisors
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Data sourced from SEC Form ADV filings. GRIMES & COMPANY, INC. (CRD# 109420) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.