GRIMALDI PORTFOLIO SOLUTIONS, INC

WAPPINGERS FALLS, New York·4 registered advisors·CRD# 106199

SEC# 801-511630845-297-3500

01

Firm Overview

AUM

$107M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

4

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 Management Wealth Management Fee-Only Advisory

04

Advisors at GRIMALDI PORTFOLIO SOLUTIONS, INC

4 registered advisors

Craig Kenneth Railo

WAPPINGERS FALLS, New York

Joseph Vincent Visconti

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

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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.