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Grimes Management Group Ftr, Inc. (Glen Allen)


Grimes Management Group Ftr, Inc. is an adviser based in Glen Allen. It manages $2.5 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2002.

Grimes Management Group Ftr provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Grimes Management Group Ftr: assets under management

The assets under management (AUM) of Grimes Management Group Ftr, Inc. is $2.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $2.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Grimes Management Group Ftr, Inc. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glen Allen

The principal office where Grimes Management Group Ftr, Inc. performs its advisory services is located at 11805 Autumnwood Ct, Glen Allen, VA 23059, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 804-874-8244 or by fax 804-364-8245. The normal business hours are 8:00am-6:00pm on Monday - Friday.


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