Grimes & Company Inc

Grimes & Company Inc, legally known as GRIMES & COMPANY, INC., is a Massachusetts-based corporation with 35 employees, 23 of whom are in advisory roles. While the number of clients served by the firm is unknown, it is noteworthy that its SEC status remains approved with a registration date as of January 28, 2000.

• CAROLYN FIELDS GRIMES

  DIRECTOR owns less than 5%

• EMILY GRIMES WOOD

  DIRECTOR owns more than 5% but less than 10%

• GERALD STEPHEN CONNOLLY

  DIRECTOR owns less than 5%

• KEVIN TIMOTHY GRIMES

  PRESIDENT AND CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%

• MICHAEL JOSEPH DAVIDE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• TIMOTHY J GRIMES DYNASTY TRUST

  TRUST owns more than 50% but less than 75%

• TIMOTHY JOHN GRIMES

  FOUNDER AND CHAIRMAN owns more than 10% but less than 25%

• GERALD STEPHEN CONNOLLY

  TRUSTEE owns more than 50% but less than 75%

• Cadence Wealth Management LLC
• Highsight LLC
• Coppertree® LLC
• Finivi Inc
• The Patriot Financial Group Insurance Agency LLC

• Exploring the Strategic Shifts: Grimes & Company's Investment Moves from Q4 2023 to Q1 2024
• Grimes & Company, Inc. Q2 2023 vs. Q3 2023: A Detailed Analysis of Holdings Changes
• The Top Changes in Grimes & Company, Inc.'s Q4 2022 vs. Q1 2023 13F Holdings