# Grimes & Company

Grimes & Company is a Bank / Wealth / Trust based in Westborough, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westborough, United States
- **Region:** North America
- **Address:** Westborough, MA, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** www.grimesco.com

## Regulatory record

- **CRD number:** 109420
- **SEC file number:** 801-57193
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109420

## About

Grimes & Company was founded in 1985 as an independent wealth management firm headquartered in Westborough, Massachusetts. The firm operates as a registered investment advisor (RIA) and is structured as a limited liability company, d/b/a Grimes & Company. Its stated mission is to provide sound advice and disciplined asset management. The firm offers investment management services spanning equity, fixed income, tactical, and alternative strategies, alongside financial planning, foundation and endowment management, and corporate retirement plans. Grimes & Company serves a broad client base including individuals, businesses, and government entities, primarily in the United States. Client assets are custodied at Fidelity Investments and Charles Schwab & Co., Inc. As an independent RIA, Grimes & Company is not owned by a bank or brokerage, which it highlights as structural independence. The firm does not publicly disclose AUM, team size, or named portfolio companies. No additional office locations are listed. There is no verifiable philanthropic structure or adjacent operating company. The firm's key structural differentiator is its independence from a parent company, allowing it to select custody platforms and investment strategies without proprietary product conflicts. This model is common among RIAs but positions Grimes & Company against wirehouses and bank-affiliated advisors.

## Sectors

- Financial Planning
- Wealth Management
- Investment Management
- Retirement Plans

## Questions

### Who runs investment decisions at Grimes & Company?

Grimes & Company does not publicly name its investment committee or lead portfolio managers. The firm operates as an RIA with a team-based approach to asset management, but specific decision-makers are not disclosed on its website.

### How does Grimes & Company source proprietary deal flow?

Grimes & Company does not describe proprietary deal sourcing or direct private equity activity. Its investment management focuses on publicly traded securities (equity, fixed income) and alternative strategies available through traditional custody platforms.

### What investment stages does Grimes & Company typically target?

Grimes & Company does not target specific investment stages. Its investment management is tailored to client risk profiles and life stages, covering growth, income, and tactical allocations.

### Which sectors does Grimes & Company explicitly avoid?

Grimes & Company does not publish a list of avoided sectors. Its investment approach is customized per client, with no sector exclusions stated.

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Last updated: 2026-06-03T20:00:00.000Z

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