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Grimes and Company Revenue and Competitors

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Boston, MA USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Grimes and Company's estimated annual revenue is currently $13.3M per year.(i)
  • Grimes and Company's estimated revenue per employee is $204,300

Employee Data

  • Grimes and Company has 65 Employees.(i)
  • Grimes and Company grew their employee count by 5% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$17.7M784%N/AN/A
#2
$1.6M12N/AN/AN/A
#3
$42.7M1719%N/AN/A
#4
$12.7M6227%N/AN/A
#5
$4M259%N/AN/A
#6
$0.8M1614%N/AN/A
#7
$328.9M1035-3%N/AN/A
#8
$360.1M11336%N/AN/A
#9
$3.3M21-12%N/AN/A
#10
$4.4M288%N/AN/A
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Grimes & Company is a Registered Investment Advisor (RIA) providing discretionary portfolio management and wealth management services for clients across the country. Our Mission is to provide each of our clients with disciplined asset management, strong performance, and unparalleled service and support. Our team of investment advisors and financial planners average over fifteen years of experience in financial services. We have ten Certified Financial Planners (CFP®), seven Chartered Financial Analyst (CFA®) charterholders, a Certified Investment Management Analyst (CIMA®) and two Chartered Retirement Plans Specialists (CRPS®), making us one of the most credentialed firms of our size. Rounding out our group is a team of fully licensed client service, operations and support staff. Securities are offered through Mid Atlantic Capital Corporation (MACC), a registered Broker Dealer, Member FINRA/SIPC. Investment advice is offered through Grimes & Company, a Registered Investment Advisor. Grimes & Company is not a registered entity or a subsidiary or control affiliate of MACC. Neither MACC nor Grimes & Company provide tax or legal advice. Grimes & Company does not solicit investment advisory endorsements via wall comments or the “like” function

keywords:N/A

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Total Funding

65

Number of Employees

$13.3M

Revenue (est)

5%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Grimes and Company's People

NameTitleEmail/Phone
1
Financial PlannerReveal Email/Phone
2
Financial AdvisorReveal Email/Phone
3
Financial AdvisorReveal Email/Phone
4
Systems AdministratorReveal Email/Phone
5
Business Operations ManagerReveal Email/Phone
6
Control Systems TechnicianReveal Email/Phone
7
Compliance & Operations AssociateReveal Email/Phone
8
Financial AdvisorReveal Email/Phone
9
President | Chief Investment OfficerReveal Email/Phone
10
VPReveal Email/Phone
Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$6.5M7127%N/A
#2
$19.3M7724%N/A
#3
$19.1M780%N/A
#4
$11.7M8127%N/A
#5
$7.5M9010%N/A

Grimes and Company Executives


NameTitle
Kevin GrimesPresident | Chief Investment Officer
Gerald ConnollyVice President, Chief Compliance Officer
Kevin GrimesPresident | Chief Investment Officer
Emily WoodVice President
Gerald ConnollyVice President, Chief Compliance Officer
Adam JacobsVice President