GRIMALDI INVESTMENT SERVICES, LLC

GRIMALDI INVESTMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 121646). Regulatory assets under management: $14.8M.

Registration

• CRD: 121646
• Type: Registered investment adviser
• Phone: 765-405-1092
• Latest filing: 2026-02-05
• Regulatory AUM: $14.8M
• Discretionary AUM: $14.8M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search