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Timothy J Grimes Dynasty Trust

ShareholderGrimes & Company Wealth Management, LLC

About Timothy J Grimes Dynasty Trust

Timothy J Grimes Dynasty Trust is listed as Shareholder at Grimes & Company Wealth Management, LLC in Westborough, MA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Grimes & Company Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Timothy J Grimes Dynasty Trust work?

Timothy J Grimes Dynasty Trust is listed as Shareholder at Grimes & Company Wealth Management, LLC on SEC Form ADV.

How much of Grimes & Company Wealth Management, LLC does Timothy J Grimes Dynasty Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Grimes & Company Wealth Management, LLC

TitleShareholder
Ownership25-50%
Control personNo
Since2025