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).
Total Assets Under Management91MILLION
Total Number of Accounts500ACCOUNTS
Average Account Value$182,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
FL, NY, RI, TX