Grimaldi Portfolio Solutions, Inc.
Grimaldi Portfolio Solutions, Inc. (CRD# 106199) is a financial advisory firm headquartered in Wappingers Falls, NY. They manage $82,000,000 in 500 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts500ACCOUNTS
Average Account Value$164,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NY, RI, TX