GRIMES & COMPANY WEALTH MANAGEMENT, LLC
Doing business as GRIMES & COMPANY. SEC Form ADV profile.
Total regulatory AUM
$6,298,759,513
Discretionary
$6,122,963,410
Non-discretionary
$175,796,103
Firm details
- CRD number
- 109420
- SEC file number
- 801-57193
- Main office
- WESTBOROUGH, MA, United States
- Employees
- 69
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.