Grimes & Company Review


Trust Score 96%
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Last updated: May 21st, 2019. Data source: SEC filings.

Grimes & Company, federally registered in 2000, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 23 advisors. Grimes & Company manages $2.4 billion and provides investment advisory services for 2,466 clients (1:108 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Average Client Balance $963,666
Hybrid Advisor Yes
Disciplinary History No
Total AUM $2.4 billion
Advisor / Client Ratio 1:108
Headquarters Westborough, MA
SEC Filings Forms and Brochures    (CRD # 109420)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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