Assets Under Management
$122.0M
Number of Clients
300
Number of Advisors
N/A
Average Client AUM
$407K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Grimaldi Portfolio Solutions, Inc. (GPS) provides continuous investment advice based on individual client needs and goals. They establish investment strategies and manage portfolios based on client specifications, including capital appreciation, growth and income, or sector rotation. GPS also offers financial planning consultations at no charge.
1207 Route 9, Suite 10, Wappingers Falls, NY, 12590