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Building 2GRIMALDI PORTFOLIO SOLUTIONS, INC

Map pinWAPPINGERS FALLS, NY
Phone845-297-3500
NotebookSEC #801-51163
Total AUM
$133M
Employees
4
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1207 ROUTE 9, SUITE 10
WAPPINGERS FALLS
NY 12590
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
845-297-3500

ReceiptFinancials

Total AUM
$133M
Accounts
300
Discretionary
$133M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
299
AUM
$91M
Investment Company Clients
1
AUM
$42M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYRITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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