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GRIMALDI PORTFOLIO SOLUTIONS, INC

Tel: 845-297-3500
1207 Route 9, Suite 10
Wappingers Falls, New York  12590

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GRIMALDI PORTFOLIO SOLUTIONS, INC

GRIMALDI PORTFOLIO SOLUTIONS, INC is a Wappingers Falls, New York based financial advisory firm with nearly $107,000,000 in assets under management and provides investment advisory services for 300 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

106199

SEC#:

801-51163

No. of Clients:

300

Assets under Management

$107,000,000

No. of Advisors:

4

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