GRIMES & COMPANY INC. Overview

Grimes & Company Inc. is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 32 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 747MM in positions, representing 41% of the manager's regulatory AUM.

GRIMES & COMPANY INC. StockAlpha

-1.5%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

GRIMES & COMPANY INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PRF 6.21% ETF 5.04% 0.22% 3 1%
VUG 5.55% ETF -2.44% -0.22% 1 3%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

GRIMES & COMPANY INC. Founders and Key Employees

Name Title In Position Since
Timothy J. Grimes President November-1999
Kevin T. Grimes Director November-1999
Gerald S. Connolly Director & Chief Compliance Officer September-2004
Carolyn F. Grimes Director November-1999
Emily G. Wood Director February-2013

GRIMES & COMPANY INC. Brokers, Custodians, Auditors and Administrators

Type Company

GRIMES & COMPANY INC. Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. The Registrant may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
 Technical – (analysis of price trends and volatility)

The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)
 Short Term Purchases (securities sold within a year)
 Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)

Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or und...
Get the Full Report

GRIMES & COMPANY INC. Portfolio Concentration

GRIMES & COMPANY INC. Location

110 TURNPIKE RD
SUITE 100
WESTBOROUGH, Massachusetts
UNITED STATES, 01581

GRIMES & COMPANY INC. Contact Information

Phone Number: 508-366-3883
Fax Number: 508-366-0999
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B