Grimaldi Portfolio Solutions, Inc
Grimaldi Portfolio Solutions, Inc is an SEC-registered mass-market adviser in Wappingers Falls, NY with $133.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Grimaldi Portfolio Solutions, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106199, SEC 801-51163, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $133.0M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Wappingers Falls, NY
- Employees
- 4
- Clients
- 299
- CRD
- 106199
- Ownership
- GRIMALDI, MARK, ANTHONY; VISCONTI, JOSEPH, VINCENT; PITZ, SHEILA, ELLEN; RAILO, CRAIG, KENNETH
How much AUM does Grimaldi Portfolio Solutions, Inc have?
Grimaldi Portfolio Solutions, Inc reported $133.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Grimaldi Portfolio Solutions, Inc?
Disclosed owners and executives of Grimaldi Portfolio Solutions, Inc include GRIMALDI, MARK, ANTHONY, VISCONTI, JOSEPH, VINCENT, PITZ, SHEILA, ELLEN, RAILO, CRAIG, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.