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GRIMALDI PORTFOLIO SOLUTIONS, INC
CRD 106199 · SEC 801-51163
1207 ROUTE 9, SUITE 10, WAPPINGERS FALLS, NY, 12590, United States
Phone
845-297-3500
Fax
845-297-1180
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$133.0M
Discretionary AUM
$133.0M
Team
4 total employees; 2 advisory reps; 300 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 299 | $91.0M |
| Investment companies | 1 | $42.0M |
States served
NY, RI, TX, FL
Official SEC filing: View on IAPD