Grimaldi Portfolio Solutions, Inc.

Grimaldi Portfolio Solutions, Inc. (CRD# 106199) is a financial advisory firm headquartered in Wappingers Falls, NY. They manage $91,000,000 in 500 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $182,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
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.

FL, NY, RI, TX

Financial Advisors at Grimaldi Portfolio Solutions, Inc.
No Advisor Found.
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