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Karen Patricia Kelly

Grimes & Company, Inc.

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About Karen Patricia Kelly

Karen Kelly is an investment advisor representative, registered in both Massachusetts and Texas. Karen is also a Certified Financial Planner with experience in financial planning and portfolio management for individuals and businesses. Karen has been with Grimes & Company, Inc. since January 2021.

Firm Information

Karen Kelly 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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Karen Kelly’s Registration & Firm History

MA

01/27/2021 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

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Licenses & Designations

IA

Issued 06/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Patricia Kelly.
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