Stephen
Sacher
Grimes & Company, Inc
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About this Advisor
Stephen Sacher is a financial advisor operating out of Westborough, Massachusetts. Sacher is an advisor for Grimes & Company, Inc. Throughout their career, they have worked at Avondale Parnters, LLC, Mizuho Securities Usa Inc, Wbb Securities LLC, Fidelity Brokerage Services LLC and Grimes & Company, Inc. Sacher maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts and Texas. Grimes & Company, Inc is an advisory company based out of Westborough, MA. The company has offices in 17 locations and a total of 51 people on staff. It has $4 billion in assets under management among its 8,491 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 27 charitable organizations. Of its 8,491 customer accounts, 33% belong to high-net-worth individuals who have at least $1 million in assets. Grimes & Company, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services offered. However, fees charged by Grimes & Company, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Grimes & Company, Inc Brokerage Details
$4,177,576,069
51
8,491
$492,000
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
Stephen Sacher Work History
Stephen has been registered as a financial advisor for 0 years.*
Grimes & Company, Inc
Fidelity Brokerage Services LLC
Wbb Securities LLC
Mizuho Securities Usa Inc
Avondale Parnters, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Sacher 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
Dallas, TX
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
Westborough, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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