Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country. The company's mission is to provide each of its clients with disciplined asset management, strong performance, and unparalleled service and support.
The team at Grimes & Company comprises experienced investment advisors and financial planners averaging over fifteen years of experience in financial services. With eighteen Certified Financial Planners (CFP®), eight Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®), and two Chartered Retirement Plans Specialists (CRPS®), it stands out as one of the most credentialed firms of its size. The team also includes fully licensed client service, operations, and support staff.
Securities are offered through NewEdge Securities Inc. (NES), a registered Broker Dealer, Member FINRA/SIPC. Investment advice is offered through Grimes & Company, a Registered Investment Advisor. Grimes & Company is not a subsidiary or control affiliate of NES. Neither NES nor Grimes & Company provides tax or legal advice. Grimes & Company does not solicit investment advisory endorsements via wall comments or the “like” function.
Founded in 1985, Grimes & Company operates in the Financial Services, Insurance, and Banking industries and is headquartered in the United States.
As of now, there is no publicly available information on the last investment and investors for Grimes & Company.
Overall, Grimes & Company positions itself as a highly reputable and experienced entity in the financial services industry, offering a wide range of investment and wealth management services backed by a knowledgeable and credentialed team.There is no investment information
No recent news or press coverage available for Grimes & Company.
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