Grimes & Company

Overview

Grimes & Company is an SEC registered investment adviser based in Westborough, MA, registered since 1997. It reports $6.3B in assets under management across 9,842 accounts, with 69 employees. It has 39 investment adviser representatives.

Reported AUM

$6.3B

Discretionary

97%

Accounts

9,842

Average account

$64K

Employees

69

Advisory reps

39

Registered since

1997

Jurisdictions

53

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Kevin Timothy Grimes Board Member, Chief Executive Officer, Chief Investment Officer CRD 2967732
• Michael Joseph Davide Chief Compliance Officer CRD 2890689
• Emily Grimes Wood Board Member CRD 4457998

Advisory reps 3 of 39

• David Luke Barlow Investment Adviser Rep CRD 4948712
• James Joseph Barrett Investment Adviser Rep CRD 6167360
• Joseph John Benoit Jr. Investment Adviser Rep CRD 5204550

36 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1 Technology Dr Ste 100
Westborough, MA 01581

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: grimesco.com

Every state, with registration dates

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