Grimaldi Investment Services, LLC

Grimaldi Investment Services, LLC (CRD# 121646) is a financial advisory firm headquartered in , . They manage $10,000,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $185,185
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MD

Financial Advisors at Grimaldi Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Grimaldi
CRD#: 1229025
Yorktown, IN
93
Wealthminder
score

John Grimaldi (CRD# 1229025) is an Investment Advisor Representative working at Grimaldi Investment Services, LLC in Yorktown, IN and has over 32 years of experience in the finance industry.

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