GRIMALDI PORTFOLIO SOLUTIONS, INC

WAPPINGERS FALLS, New York·3 registered advisors·CRD# 106199
SEC# 801-511630845-297-3500
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at GRIMALDI PORTFOLIO SOLUTIONS, INC

3 registered advisors
Craig Kenneth Railo
WAPPINGERS FALLS, New York
Mark Anthony Grimaldi
WAPPINGERS FALLS, New York
Sheila Ellen Pitz
WAPPINGERS FALLS, New York
05

Office Locations

WAPPINGERS FALLS, New York
3 advisors

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Data sourced from SEC Form ADV filings. GRIMALDI PORTFOLIO SOLUTIONS, INC (CRD# 106199) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.