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| Keyboard |
| Grimaldi Portfolio Solutions Inc
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|---|---|
| CRD # | 106199 |
| SEC # | 801-51163 |
| CIK # | |
| AUM | 133.0 M (2026-03-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 845-297-3500 |
| Address | 1207 Route 9, Suite 10 Wappingers Falls, NY 12590 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 299 | 91.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 42.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 133.0 |
| By Discretionary | ||
| Discretionary | 300 | 133.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 133.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.0 | |
| Total | 300 | 133.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 300 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hayes Wealth Advisors LLC
✚
|
133.3 M | |
|
Acadia Legacy Group LLC
✚
|
IA | 133.2 M |
|
Quantify Chaos Advisors LLC
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133.2 M | |
|
The Hajdari Group LLC
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|
Smith Brian David
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|
Degreen Private Wealth LLC
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AZ | 132.8 M |
|
Ari Group LLC
✚
|
NY | 132.8 M |
|
Green & Deckert LLC
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|
TX | 132.8 M |
|
Tricapital Wealth Management Inc
✚
|
NC | 132.7 M |
|
Charis Legacy Partners LLC
✚
|
TX | 132.7 M |