Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country. Our Mission is to provide each of our clients with disciplined asset management, strong performance, and unparalleled service and support.
Our team of investment advisors and financial planners average over fifteen years of experience in financial services. We have eighteen Certified Financial Planners (CFP®), eight Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®) and two Chartered Retirement Plans Specialists (CRPS®), making us one of the most credentialed firms of our size. Rounding out our group is a team of fully licensed client service, operations and support staff.
Securities are offered through NewEdge Securities Inc. (NES), a registered Broker Dealer, Member FINRA/SIPC. Investment advice is offered through Grimes & Company, a Registered Investment Advisor. Grimes & Company is not a subsidiary or control affiliate of NES. Neither NES nor Grimes & Company provide tax or legal advice. Grimes & Company does not solicit investment advisory endorsements via wall comments or the “like” function
Company Details
- Employees
- 74
- Founded
- -
- Address
- 1 Technology Drive,
- Phone
- 1-508-366-3883
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- grimesco.com
- HQ
- Westborough, Massachusetts
Grimes & Company Questions
Grimes & Company's helpline number is 1-508-366-3883
Grimes & Company's website is grimesco.com
Grimes & Company's LinkedIn profile is https://www.linkedin.com/company/grimes-&-company
Grimes & Company has
74 employees.
View email and phone details for 74
employees at Grimes & Company.
Grimes & Company's industry is
Investment Management
Grimes & Company's top competitors are
Ritholtz Wealth Management,
Rise Growth Partners,
Harmony Wealth Partners,
Ccr Wealth Management,
Crestwood Advisors,
Fidelity Investments,
Winthrop Wealth,
Sbarro Health Research Organization,
Commonwealth Financial Network,
New England Private Wealth Advisors, Llc.
Grimes & Company's categories are Investment Management
Grimes & Company's founding year is 1985
