# Grimaldi Portfolio Solutions

Grimaldi Portfolio Solutions is a Bank / Wealth / Trust based in Wappingers Falls, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wappingers Falls, United States
- **Region:** North America
- **Address:** Wappingers Falls, NY, United States
- **Founded:** 1996
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 106199
- **SEC file number:** 801-51163
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106199

## About

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.

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/grimaldi-portfolio-solutions

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