AG
CFP
AG
CFP

Antonette Maria Grimm

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
409 clients
Average Client Portfolio
$3.8M average
Assets Under Management
$1.5B

Fee Structure

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Location

260 Franklin St, Suite 1888, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tfc Financial Management INC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Sandy Cove Advisors, LLC
March 2021 - December 2021 · 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.