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GRIMES & COMPANY WEALTH MANAGEMENT, LLC

dba GRIMES & COMPANY · CRD 109420 · Registered Investment Adviser

Custody via related personManages private funds

GRIMES & COMPANY WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in WESTBOROUGH, MA. The firm reports $6,298,759,513 in regulatory assets under management across 9,842 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$6,122,963,410
Non-discretionary$175,796,103
Total RAUM$6,298,759,513
Accounts9,842

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 109420. adviserinfo.sec.gov/firm/summary/109420.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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