Grimes & Company, Inc.

Grimes & Company, Inc. (CRD# 109420) is a financial advisory firm headquartered in Westborough, MA. They manage $4,850,369,010 in 8,908 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,850
    MILLION
  • Total Number of Accounts
    8,908
    ACCOUNTS
  • Average Account Value
    $544,496
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Grimes & Company, Inc.
Showing 1 - 10 of 27 top financial advisors.
1
James J. Barrett
CRD#: 6167360
110 Turnpike Rd, Suite 100, Westborough, MA 01581

James Barrett (CRD# 6167360) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry.

2
Joseph J. Benoit
CRD#: 5204550
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Joseph Benoit (CRD# 5204550) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 17 years of experience in the finance industry.

3
Thomas A. Clark
CRD#: 6449422
5050 Quorum Drive, Suite 700, Dallas, TX 75254

Thomas Clark (CRD# 6449422) is an Investment Advisor Representative working at Grimes & Company, Inc. in Dallas, TX and has over 8 years of experience in the finance industry.

4
Janelle L. Coulman
CRD#: 4820452
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Janelle Coulman (CRD# 4820452) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 9 years of experience in the finance industry.

5
Justin C. Davis
CRD#: 5631607
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Justin Davis (CRD# 5631607) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 15 years of experience in the finance industry.

6
Christopher S. Deeley
CRD#: 5536223
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Christopher Deeley (CRD# 5536223) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has 1 year of experience in the finance industry.

7
Cody J. Forbush
CRD#: 5675962
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Cody Forbush (CRD# 5675962) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 13 years of experience in the finance industry.

8
Tom O. French
CRD#: 4762628
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Tom French (CRD# 4762628) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 19 years of experience in the finance industry.

9
James M. Grenon
CRD#: 2272774
110 Turnpike Rd, Suite 100, Westborough, MA 01581

James Grenon (CRD# 2272774) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 31 years of experience in the finance industry.

10
Kevin T. Grimes
CRD#: 2967732
110 Turnpike Rd., Ste 100, Westborough, MA 01581

Kevin Grimes (CRD# 2967732) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 26 years of experience in the finance industry.

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