Grimaldi Investment Services, LLC
Grimaldi Investment Services, LLC (CRD# 121646) is a financial advisory firm headquartered in , . They manage $12,351,265 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Grimaldi Investment Services, LLC
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts22ACCOUNTS
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Average Account Value$561,421
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Grimaldi Investment Services, LLC
1
John Grimaldi (CRD# 1229025) is an Investment Advisor Representative working at Grimaldi Investment Services, LLC in Yorktown, IN and has over 40 years of experience in the finance industry.
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