GRIMES & COMPANY, INC.

One Technology Drive
Suite 100
Westborough, Massachusetts 01581
Tel: 508-366-3883

About GRIMES & COMPANY, INC.

GRIMES & COMPANY, INC, formally registered with the SEC as GRIMES & COMPANY, INC. The firm was established in 01/28/2000. They have over 26 offices throughout the country.

GRIMES & COMPANY, INC. is a Westborough, Massachusetts based Financial Planning firm with nearly $4,850,369,010 assets under management, offering retirement planning & investment advisory services to 8908 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109420
SEC#	801-57193
Assets Managed by Firm	$4,850,369,010
No. of Clients	8908
No. of Advisors	37

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	8908	$4,850,369,010
Individuals (other than high net worth individuals)	2094	$952,276,684
High net worth individuals	1412	$3,568,502,681
Pension and profit sharing plans	39	$151,064,993
Charitable organizations	26	$85,073,681
Other investment advisers	Fewer than 5 clients	$25,949,025
Corporations or other businesses	28	$67,057,589

More Retirement Planning firms in Westborough, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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