Christopher
Grimes

Eagle Strategies LLC

CRD#5191741
Investment Advisor
in Denver, CO
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About this Advisor

Christopher Grimes is a certified financial planner who works out of Denver, Colorado, who has been in the financial industry for 12 years. Grimes is an advisor for Eagle Strategies LLC. Over the course of their career, Grimes has held roles at Charles Schwab & Co., Inc, Vintage Elegance LLC, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC and Five Peaks Capital Group LLC. Grimes maintains a Series 63 license, designating them as a securities agent, and is able to work in Colorado and Texas. Eagle Strategies LLC is an advisory company that has its headquarters in Denver, Colorado. The investment advisory business has offices in 791 locations and a total of 1,913 financial advisors. It has $8 billion in assets under management among its 41,236 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 41 charitable organizations. Of its 41,236 customer accounts, 22% belong to high-net-worth investors who have more than $1 million in assets. Eagle Strategies LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Eagle Strategies LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

730 17Th Street Suite 800
Denver, CO 80202

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,546,118,534

CO Average: $7,464,549,021
Total Number of Employees

1,965

CO Average: 88
Total Number of Accounts

50,776

CO Average: 3,892
Average Account Size

$168,310

CO Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Christopher Grimes Work History

Christopher has 12 years of experience.

2014 - Present (5 years)

Five Peaks Capital Group LLC

2013 - Present (6 years)

Eagle Strategies LLC

2011 - Present (8 years)

New York Life Insurance Company

2011 - Present (8 years)

Nylife Securities LLC

2010 - 2012 (2 years)

Vintage Elegance LLC

2006 - 2011 (5 years)

Charles Schwab & Co., Inc

Disclosures

Christopher Grimes has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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