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 that has been SEC-registered since 2000. The firm operates as an LLC and positions itself as a capital allocator serving both individual/family and institutional clients on a fee‑only basis (percentage of AUM). Its advisory capabilities span financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. The firm identifies as an active ESG investor and maintains industry relationships with accountants and insurance companies. The firm also manages at least one private investment vehicle and allocates to outside alternative managers, indicating a mix of in‑house portfolio work and delegated manager selection.
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
Financial 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 206Active vs passive
$4.3B in ETFs
97%
$4.2B
3%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP INDEX FUND (VB) | Vanguard | Passive | Small Blend | $357M | 1,178,370 | 8.29% |
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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