GRIMALDI PORTFOLIO SOLUTIONS, INC
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
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients
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