| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Vincent Visconti Control | Vice President | 25-50% | 1996 |
| Mark Anthony Grimaldi Control | President | 50-75% | 1996 |
| Sheila Ellen Pitz | Chief Compliance Officer | Under 5% | 2018 |
Grimaldi Portfolio Solutions, Inc reports $122 million in regulatory assets under management on its Form ADV.
Grimaldi Portfolio Solutions, Inc reports 4 employees.
Grimaldi Portfolio Solutions, Inc is based in Wappingers Falls, NY and has been SEC-registered since 1996.
Grimaldi Portfolio Solutions, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1207 Route 9, Suite 10, Wappingers Falls, NY 12590 |
| Phone | 845-297-3500 |
| Fax | 845-297-1180 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $122M |
| Non-discretionary | $0 |
| Total (RAUM) | $122M |