Philip Grimm, financial advisor Brighton MI
90 score

Philip Grimm

CRD Number: 5501911
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Philip Grimm (CRD# 5501911) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Brighton, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services Inc. Brighton, MI Jan 2011 - Current 5
Pinnacle Wealth Management Brighton, MI Mar 2009 - Current 7
Philip On Flies Chelsea, MI Aug 1996 - Jan 2010 13
Money Source Financial Services Ann Arbor, MI Mar 2008 - Feb 2009 < 1
American Aqua Saline, MI Jul 2007 - Sep 2007 < 1
Tetra Tech Ann Arbor, MI Jan 2004 - Jul 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Philip C. Grimm
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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