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 structured as an LLC and operating since 2000. The firm manages portfolios for both individuals and institutions, offering financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. Compensation is fee-based, charged as a percentage of assets under management. Grimes & Company identifies as an active ESG investor and maintains an affiliation with insurance industry participants. Two firm recognitions are documented: placement on the Financial Times Top 300 RIA list in 2020 and inclusion on a Top RIA Firms list from FA Magazine in 2020.
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
Kevin Grimes
President, Chief Investment OfficerCRD 2967732
Matthew Morse
Chief Investment Officer/Portfolio ManagerCRD 6644674
Contacts
3 of 38
Brendan Shea
Financial AdvisorCRD 7254130
Adam Jacobs
Vice PresidentCRD 2930867
Justin Brown
Regional DirectorCRD 7675100
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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