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Grimaldi Portfolio Solutions
Grimaldi Portfolio Solutions is an SEC-registered investment adviser in Wappingers Falls, NY, registered since 1996. The firm manages $133 million in assets.
Grimaldi Portfolio Solutions
Grimaldi Portfolio Solutions is an SEC-registered investment adviser in Wappingers Falls, NY, registered since 1996. The firm manages $133 million in assets. It has 4 employees and 2 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
Location
Region
North America
Country
United States
City
Wappingers Falls
Corporate office
Wappingers Falls, NY, United States
Frequently asked questions
What services does Grimaldi Portfolio Solutions provide?
The firm offers portfolio advisory and wealth management services centered on customized asset allocation. Public disclosures indicate a focus on financial planning and investment management for individual clients. No proprietary fund products or institutional separate accounts have been publicly documented.
How does Grimaldi Portfolio Solutions charge for its services?
Typical fee structures for firms of this profile include a percentage of assets under management, hourly planning fees, or flat retainer arrangements. The firm has not published its specific fee schedule. No performance-based fee structures are documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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