G
CRD: 121646
Grimaldi Investment Services, LLC
Yorktown, IN
7654051092
$14.8M Total AUM
$14.8M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-30-1991
- Office Locations
- 1
Office Locations
-- Yorktown IN
About Grimaldi Investment Services, LLC
Grimaldi Investment Services, LLC is a Yorktown-based RIA. The firm has been operating for 34 years. Managing $14.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$337.5K AVG AUM / CLIENT
34.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Timber foundation
Investment Vehicles
Delta element
Services
Ridge matrix
Owner & Executives
J
JOHN GRIMALDI JR
President
- CRD
- #1229025
- Ownership
- 75% or more
(960) 402-1967
focus.zenith@timbercapital.com
in linkedin.com/in/glacier-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,847,931 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,847,931 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,847,931
Equity - Exchange:
21.6% Other:
29.0% Cash:
18.6% U.S. Government/Agency:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,070,745,195 | 21.6% |
| Other | $1,437,574,568 | 29.0% |
| Cash | $922,030,585 | 18.6% |
| U.S. Government/Agency | $1,526,803,334 | 30.8% |
| Total | $4,957,153,682 | 100.0% |