Karen
Kelly
Grimes & Company, Inc
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About this Advisor
Karen Kelly is a financial advisor based in Westborough, Massachusetts, working with Grimes & Company, Inc. Karen has previously held positions at Karen Kelly Consulting LLC, Connect Events Group, Financial Navigators Inc, and Grimes & Company, Inc. Karen has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Karen is part of Grimes & Company, Inc, which operates out of Westborough, Massachusetts. The firm has 19 offices and 37 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Grimes & Company, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Grimes & Company, Inc Brokerage Details
$4,850,369,010
37
8,908
$544,496
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Karen Kelly Work History
Grimes & Company, Inc
Karen Kelly Consulting LLC
Financial Navigators Inc
Connect Events Group
Disclosures
Please visit the SEC profile of Karen Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Grimes & Company, Inc
Westborough, MA
Westborough, MA
Westborough, MA
Dallas, TX
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
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