GRIMALDI PORTFOLIO SOLUTIONS, INC - Financial Advisor in New York, Wappingers Falls

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

About 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

Firm CRD#:

106199

Firm SEC#:

801-51163

Assets Under Management:

$107,000,000

No. of Clients:

300

No. of Advisors:

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

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Top Financial Advisory Firms in New York, Wappingers Falls

FirmCRD#:304559

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AUM:$55,976,194

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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