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GRIMES & COMPANY
GRIMES & COMPANY WEALTH MANAGEMENT, LLC
CRD 109420 · SEC 801-57193
ONE TECHNOLOGY DRIVE, SUITE 100, WESTBOROUGH, MA, 01581, United States
Phone
508-366-3883
Fax
508-366-0999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.30B
Discretionary AUM
$6.12B
Team
69 total employees; 36 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1877 | $877.9M |
| High net worth individuals | 1783 | $4.90B |
| Pension/profit sharing plans | 41 | $248.1M |
| Charitable organizations | 26 | $120.2M |
| Corporations/business entities | 37 | $93.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.linkedin.com/in/gordon-thomas-baystate/
- https://www.linkedin.com/in/kevin-grimes-17667412/
- https://www.linkedin.com/in/justin-davis-1109b390/
- https://www.linkedin.com/in/emily-wood-b1464795/
- https://www.linkedin.com/in/davidbarlow/
- https://www.linkedin.com/in/pat-melvin-cfp%C2%AE-5834942b
- https://www.youtube.com/@grimesandcompany
- https://www.linkedin.com/in/adam-clark-6119a28a/
- https://www.linkedin.com/in/bbradford-grimesco/
- https://www.linkedin.com/in/karenpkelly/
- https://www.linkedin.com/in/chris-deeley-a013652/
- https://www.linkedin.com/in/thomas-grimes-cfp%C2%AE-3606262/
- https://www.linkedin.com/in/jordan-letendre-cfp%C2%AE-59316016/
- https://www.linkedin.com/in/cody-forbush-mba-cfp%C2%AE-b8360a12/
- https://www.linkedin.com/in/molly-grimes-cfp%C2%AE-2707a354/
- https://www.linkedin.com/in/toddandrewherman/
- https://www.facebook.com/Grimes-Company-Inc-102041788573005
- https://www.linkedin.com/in/joseph-hodgkins-449b4359/
- https://www.linkedin.com/in/patricia-lavoie-871955135/
- https://www.linkedin.com/in/jennifer-a-moran-cfp%C2%AE-aep%C2%AE-7a046821/
- https://www.linkedin.com/in/michael-maguire/
- https://www.linkedin.com/in/timothyrheaume/
- https://www.linkedin.com/in/michael-grenon-9449262/
- https://www.linkedin.com/in/jaybarrett5/
- https://www.linkedin.com/in/tom-dunlap-cfa
- https://www.linkedin.com/in/adam-jacobs-cfa-cfp%C2%AE-2575814/
- https://www.linkedin.com/in/neal-french-b871391/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/GRIMES-&-COMPANY/
- https://www.linkedin.com/in/janelle-coulman-17ba4665/
- https://www.linkedin.com/in/sean-donovan-cfp3ab592/
- https://www.linkedin.com/in/sean-kommerstad/
- HTTPS://WWW.GRIMESCO.COM
- https://www.linkedin.com/in/sam-cregg/
- https://www.linkedin.com/in/davidrobertsne/
Official SEC filing: View on IAPD