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$133.0M Total AUM
$133.0M Disc. AUM
12.2% 3Y CAGR
4 Employees
600 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-05-1996
- Office Locations
- 1
Office Locations
1207 Route 9, Suite 10 Wappingers Falls NY
About Grimaldi Portfolio Solutions, INC
Grimaldi Portfolio Solutions, INC is a Wappingers Falls-based RIA. The firm has been operating for 30 years. Managing $133.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$66.5M AVG AUM / ADVISOR
$221.7K AVG AUM / CLIENT
22.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
0 RIA Reps
30yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK ANTHONY GRIMALDI
President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
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J
JOSEPH VINCENT VISCONTI
VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,000,000 | $443,333 |
| Non-Discretionary | $0 | -- |
| Total | $133,000,000 | $443,333 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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