GRIMALDI PORTFOLIO SOLUTIONS, INC

1207 Route 9, Suite 10
Wappingers Falls, New York 12590
Tel: 845-297-3500

About GRIMALDI PORTFOLIO SOLUTIONS, INC

GRIMALDI PORTFOLIO SOLUTIONS, INC, formally registered with the SEC as GRIMALDI PORTFOLIO SOLUTIONS, INC. The firm was established in 02/05/1996. They have over 1 offices throughout the country.

GRIMALDI PORTFOLIO SOLUTIONS, INC is a Wappingers Falls, New York based Financial Planning firm with nearly $107,000,000 assets under management, offering retirement planning & investment advisory services to 300 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106199
SEC#	801-51163
Assets Managed by Firm	$107,000,000
No. of Clients	300
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	300	$107,000,000
Individuals (other than high net worth individuals)	299	$74,000,000

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