Grimaldi Portfolio Solutions, Inc

Overview

Grimaldi Portfolio Solutions, Inc. is a privately owned corporate registered investment adviser that has been SEC-registered since 1996. The firm operates as a non-independent retail RIA and combines portfolio advisory services with insurance brokerage activity, and it lists an affiliation with an insurance company. Its client mix includes individuals and families as well as institutional clients. Advisory services cover portfolio management for individuals and small businesses, for investment companies, and for businesses or institutions. Compensation is based on a percentage of assets under management. The firm does not identify as an active ESG investor, does not describe itself as a capital allocator, and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives