Grimaldi Investment Services, LLC

Overview

Grimaldi Investment Services, LLC operates as a small, equity-focused advisory shop that manages client portfolios on a discretionary basis. The firm serves individual and family clients as well as institutional accounts, delivering portfolio management for both private households and businesses. Its stated business model is fee-based, charging a percentage of assets under management. Investment activity centers on equities, with a clear preference for exchange-traded instruments. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state adviser. Advisory services emphasize standard portfolio management rather than pension consulting or broader capital-allocation mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices