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 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 134% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 03/31/23. The fund's latest filing disclosed 2BN in positions, representing 134% of the manager's regulatory AUM.
GRIMES & COMPANY INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GRIMES & COMPANY INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IEFA | 10.29% | ETF | 0.73% | -0.15% | 0 | 10% | ||
| BKLN | 6.51% | ETF | 0.5% | -0.05% | 0 | 3% | ||
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FEATURED IN
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...
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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
SUITE 100
WESTBOROUGH, Massachusetts
UNITED STATES, 01581
GRIMES & COMPANY INC. Contact Information
Phone Number: 508-366-3883
Fax Number: 508-366-0999
Website: http://www.grimesco.com
Fax Number: 508-366-0999
Website: http://www.grimesco.com
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