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Building 2GRIMES & COMPANY

Map pinWESTBOROUGH, MA
Phone508-366-3883
NotebookSEC #801-57193
Total AUM
$6.3B
Employees
69
Clients
3,766

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE TECHNOLOGY DRIVE
SUITE 100
WESTBOROUGH
MA 01581
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
508-366-3883
Other Offices
30

ReceiptFinancials

Total AUM
$6.3B
Accounts
9,842
Discretionary
$6.1B
Accounts
9,743
Non-Discretionary
$175.8M
Accounts
99

ContactClients

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Individual Clients
1,877
AUM
$877.9M
HNW Individual Clients
1,783
AUM
$4.9B
Pension/Profit Sharing Plan Clients
41
AUM
$248.1M
Charitable Organization Clients
26
AUM
$120.2M
Government Entity Clients
1
AUM
$525.9K
Investment Advisor Clients
1
AUM
$54.6M
Corporation or Business Clients
37
AUM
$93.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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