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Janelle Leah Coulman

Grimes & Company, Inc.

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About Janelle Leah Coulman

Janelle Leah Coulman is a financial advisor with Grimes & Company, Inc. located in Westborough, MA. Janelle holds the Series 7 and Series 66 licenses and the SIE exam certification. Janelle has been working in the financial industry since 2014 and has a background in providing investment advice to individuals, corporations, and charitable organizations. Grimes & Company, Inc. is a registered investment advisor that provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and non-profit organizations.

Firm Information

Janelle Coulman 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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Janelle Coulman’s Registration & Firm History

MA

06/27/2017 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

MA

03/13/2014 - 05/30/2014

TRIAD ADVISORS, INC. (CONCORD MA)

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Licenses & Designations

BOTH

Issued 04/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Janelle Leah Coulman.
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