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GRIMES & COMPANY

WESTBOROUGH, MA · CRD 109420 · IAPD ↗ · 508-366-3883

$6.30BRegulatory AUM
36Advisory reps
69Employees
0Clients
251-500Planning clients
1Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GRIMES & COMPANY added office(s): 26 -> 30 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
77
April 2026 — GRIMES & COMPANY grew from 29 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — GRIMES & COMPANY added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
December 2025 — GRIMES & COMPANY now reports 1 private fund(s) ($400,000 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
June 2025 — GRIMES & COMPANY, LLC is now doing business as GRIMES & COMPANY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2025 — GRIMES & COMPANY, INC. is now doing business as GRIMES & COMPANY, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
November 2024 — GRIMES & COMPANY, INC. added office(s): 19 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
June 2024 — GRIMES & COMPANY, INC. added office(s): 17 -> 19 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2024 — GRIMES & COMPANY, INC. added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — GRIMES & COMPANY, INC. added office(s): 13 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.