GRIMALDI PORTFOLIO SOLUTIONS, INC
SEC Form ADV profile.
Total regulatory AUM
$133,000,000
Discretionary
$133,000,000
Non-discretionary
$0
Firm details
- CRD number
- 106199
- SEC file number
- 801-51163
- Main office
- WAPPINGERS FALLS, NY, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.