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Jae Song

Grimes & Company, Inc.

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About Jae Song

Jae Song is an investment advisor representative associated with Grimes & Company, Inc. Jae has been in the industry since June 2011 and is registered in Massachusetts. Jae has passed the Series 65 Uniform Investment Adviser Law Examination and holds the Chartered Financial Analyst designation. Jae specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Jae Song is currently registered with Grimes & Company, Inc.. Grimes & Company, Inc. is a Registered Investment Advisor (RIA) based in Westborough, MA. With over 30 investment advisor representatives, the firm offers a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Grimes & Company manages over $4.85 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Grimes & Company, Inc.

110 TURNPIKE RD

WESTBOROUGH, MA 01581

$4.85B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jae Song’s Registration & Firm History

MA

02/07/2014 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

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Licenses & Designations

IA

Issued 01/31/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jae Song.
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