Grimes & Company Information

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 eighteen Certified Financial Planners (CFP®), eight 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 NewEdge Securities Inc. (NES), a registered Broker Dealer, Member FINRA/SIPC. Investment advice is offered through Grimes & Company, a Registered Investment Advisor. Grimes & Company is not a subsidiary or control affiliate of NES. Neither NES nor Grimes & Company provide tax or legal advice. Grimes & Company does not solicit investment advisory endorsements via wall comments or the “like” function