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 organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm is fee-based on a percentage of assets under management and provides comprehensive advisory services including financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection/oversight of third-party managers. The firm reports incorporating ESG considerations into its investment process and serves a mix of private and institutional clients. Grimes & Company received recognition in 2020 from the Financial Times (Top 300 RIA Firms) and from Financial Advisor Magazine (Top RIA Firms).
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 2
Matthew Morse
Chief Investment Officer/Portfolio ManagerCRD 6644674
Kevin Grimes
President, Chief Investment OfficerCRD 2967732
Contacts
3 of 37
Cody Forbush
Wealth AdvisorCRD 5675962
Patrick Melvin
Financial AdvisorCRD 5679982
Jordan Letendre
Financial AdvisorCRD 5846326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 412Active vs passive
$8.6B in ETFs
97%
$8.3B
3%
$293M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $357M | 1,178,370 | 4.14% |
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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