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 11 - 20 of 27 top financial advisors.
11
Thomas A. Grimes
CRD#: 2378725
110 Turnpike Rd., Ste 100, Westborough, MA 01581

Thomas Grimes (CRD# 2378725) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 30 years of experience in the finance industry.

12
Timothy J. Grimes
CRD#: 1314207
110 Turnpike Rd., Ste 100, Westborough, MA 01581

Timothy Grimes (CRD# 1314207) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 39 years of experience in the finance industry.

13
Adam R. Jacobs
CRD#: 2930867
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Adam Jacobs (CRD# 2930867) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 26 years of experience in the finance industry.

14
Jordan A. Letendre
CRD#: 5846326
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Jordan Letendre (CRD# 5846326) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 13 years of experience in the finance industry.

15
Laurie D. Littlefield
CRD#: 1714149
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Laurie Littlefield (CRD# 1714149) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 28 years of experience in the finance industry.

16
Jennifer A. Moran
CRD#: 5277599
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Jennifer Moran (CRD# 5277599) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 16 years of experience in the finance industry.

17
Maureen F. Pasciucco
CRD#: 6259993
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Maureen Pasciucco (CRD# 6259993) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry.

18
David R. Roberts
CRD#: 4009631
Bradenton, FL

David Roberts (CRD# 4009631) is an Investment Advisor Representative working at Grimes & Company, Inc. in Bradenton, FL and has over 24 years of experience in the finance industry.

19
Jae Song
CRD#: 5958106
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Jae Song (CRD# 5958106) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 10 years of experience in the finance industry.

20
Gordon J. Thomas
CRD#: 6214036
110 Turnpike Rd, Suite 100, Westborough, MA 01581

Gordon Thomas (CRD# 6214036) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 7 years of experience in the finance industry.

PREV ... 1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.