Grimes & Company

RIASEC Registered

Total AUM

$6.3B

Discretionary

$6.1B

97% of AUM

Avg account

$640K

Accounts

9,842

Employees

Advisory reps

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

FINTRX

Overview

Grimes & Company is an independent registered investment adviser that has been SEC-registered since 2000. The firm serves a mix of individual, family and institutional clients and charges fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Grimes & Company operates as a capital allocator and identifies itself as an active ESG investor. The firm received placement on Financial Times’ Top 300 RIA Firms list in 2020 and was also named on FA Magazine’s Top RIA Firms list that year.