GRIMES & COMPANY
Firm details
- Headquarters
- WESTBOROUGH, Massachusetts
- CRD number
- 109420
- Registered since
- January 28, 2000
- Website
- www.grimesco.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.85%
- Individuals13.94%
- Pension & Profit Sharing Plans3.94%
- Charitable Organizations1.91%
- Corporations / Businesses1.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Grimes & Company is an independent registered investment adviser formed in 2000 that manages assets for individuals, families and institutional clients on a percentage-of-AUM fee schedule. The firm acts as a capital allocator and provides comprehensive advisory services including financial planning, portfolio management for individuals and businesses, and the selection of third‑party managers. Grimes & Company self-identifies as an active ESG investor and maintains an industry affiliation with an insurance company. The firm received recognition in 2020, appearing among the Financial Times’ Top 300 RIA Firms and on FA Magazine’s Top RIA list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities24%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2KEVIN GRIMES
President, Chief Investment OfficerCRD 2967732
MATTHEW MORSE
Chief Investment Officer/Portfolio ManagerCRD 6644674
Contacts
3 of 38Brendan Shea
Financial AdvisorCRD 7254130
ADAM JACOBS
Vice PresidentCRD 2930867
Justin Brown
Regional DirectorCRD 7675100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$3.1B in ETFs
96%
$3B
4%
$133M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $324M | 3,578,092 | 10.50% |
Location
WESTBOROUGH, MA
WORCESTER
Location
WESTBOROUGH, MA
Headquartered in WESTBOROUGH, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 1 Technology Dr
- Time zone
- ET (UTC-5)
- Office locations
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