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).
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Total Assets Under Management4,850MILLION
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Total Number of Accounts8,908ACCOUNTS
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Average Account Value$544,496
- A percentage of assets under your management
- 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)
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
Benjamin Wallace (CRD# 4044696) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 24 years of experience in the finance industry.
Emily Wood (CRD# 4457998) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 22 years of experience in the finance industry.
Molly Grimes (CRD# 7414186) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 2 years of experience in the finance industry.
Todd Herman (CRD# 7313181) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 3 years of experience in the finance industry.
Karen Kelly (CRD# 7159577) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 4 years of experience in the finance industry.
Patricia Lavoie (CRD# 7680889) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has 1 year of experience in the finance industry.
Timothy Rheaume (CRD# 5804620) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 12 years of experience in the finance industry.