GRIMALDI PORTFOLIO SOLUTIONS, INC
CRD #106199 SEC #801-51163 WAPPINGERS FALLS, NY 845-297-3500
SEC Registered
Total AUM
$122M
Discretionary
$122M
Employees
4
Clients
0
Accounts
300
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $122M | $122M | $0 | 4 | 300 |
| Mar 2024 | $107M | $107M | $0 | 4 | 300 |
| Feb 2024 | $107M | $107M | $0 | 4 | 300 |
| Mar 2023 | $95M | $95M | $0 | 5 | 300 |
| Mar 2022 | $106.4M | $106.4M | $0 | 5 | 300 |
| Mar 2021 | $90M | $90M | $0 | 5 | 300 |
| Aug 2020 | $84M | $84M | $0 | 5 | 300 |
| Jun 2020 | $84M | $84M | $0 | 5 | 300 |
| Mar 2020 | $84M | $84M | $0 | 5 | 300 |
| Mar 2019 | $83M | $83M | $0 | 5 | 300 |
| Dec 2018 | $80M | $80M | $0 | 5 | 300 |
| Mar 2018 | $80M | $80M | $0 | 5 | 300 |
| Mar 2017 | $82M | $82M | $0 | 5 | 300 |
| Mar 2017 | $82M | $82M | $0 | 5 | 300 |
| Jan 2017 | $91M | $91M | $0 | 5 | 350 |
| Sep 2016 | $91M | $91M | $0 | 5 | 350 |
| Mar 2016 | $91M | $91M | $0 | 5 | 350 |
| Sep 2015 | $107M | $107M | $0 | 5 | 350 |
| Aug 2015 | $107M | $107M | $0 | 5 | 350 |
| May 2015 | $107M | $107M | $0 | 5 | 500 |
| May 2015 | $107M | $107M | $0 | 5 | 500 |
| Mar 2015 | $107M | $107M | $0 | 5 | 500 |
| Sep 2014 | $110M | $110M | $0 | 5 | 400 |
| Sep 2014 | $110M | $110M | $0 | 5 | 400 |
| Jul 2014 | $110M | $110M | $0 | 5 | 400 |
| Feb 2014 | $110M | $110M | $0 | 5 | 400 |
| Mar 2013 | $115M | $115M | $0 | 5 | 500 |
| Mar 2012 | $128.4M | $128.4M | $0 | 1 | 600 |
| Mar 2012 | $128.4M | $128.4M | $0 | 1 | 600 |
| Mar 2009 | $90.2M | $90.2M | $0 | 5 | -- |
| Mar 2008 | $96.5M | $96.5M | $0 | 5 | -- |
| Aug 2007 | $89M | $89M | $0 | 5 | -- |
| Mar 2007 | $89M | $89M | $0 | 5 | -- |
| Feb 2006 | $79.9M | $79.9M | $0 | 5 | -- |
| Mar 2004 | $40.1M | $40.1M | $0 | 5 | -- |
| Mar 2002 | $40M | $40M | $0 | 5 | -- |
DateMar 2025
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees4
Clients300
DateMar 2024
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients300
DateFeb 2024
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients300
DateMar 2023
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees5
Clients300
DateMar 2022
Total AUM$106.4M
Discretionary$106.4M
Non-Disc.$0
Employees5
Clients300
DateMar 2021
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients300
DateAug 2020
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients300
DateJun 2020
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients300
DateMar 2020
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees5
Clients300
DateMar 2019
Total AUM$83M
Discretionary$83M
Non-Disc.$0
Employees5
Clients300
DateDec 2018
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients300
DateMar 2018
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients300
DateMar 2017
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients300
DateMar 2017
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees5
Clients300
DateJan 2017
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients350
DateSep 2016
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients350
DateMar 2016
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees5
Clients350
DateSep 2015
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients350
DateAug 2015
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients350
DateMay 2015
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients500
DateMay 2015
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients500
DateMar 2015
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees5
Clients500
DateSep 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients400
DateSep 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients400
DateJul 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients400
DateFeb 2014
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients500
DateMar 2012
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees1
Clients600
DateMar 2012
Total AUM$128.4M
Discretionary$128.4M
Non-Disc.$0
Employees1
Clients600
DateMar 2009
Total AUM$90.2M
Discretionary$90.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$79.9M
Discretionary$79.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--