NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
Name | Role | Address |
---|---|---|
CORPORATION SERVICE COMPANY | Agent | 222 JEFFERSON BOULEVARD SUITE 200, WARWICK, RI, 02888, USA |
Name | Role | Address |
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MICHAEL BELASCO | PRESIDENT | 1000 HARBOR BLVD WEEHAWKEN, NJ 07086 USA |
Name | Role | Address |
---|---|---|
KATHLEEN HORAN | TREASURER | 1000 HARBOR BLVD WEEHAWKEN, NJ 07086 USA |
Name | Role | Address |
---|---|---|
MARK F KEMPER | SECRETARY | ONE NORTH WACKER DRIVE, CHICAGO,, IL 60606 USA |
Name | Role | Address |
---|---|---|
MICHAEL BELASCO | DIRECTOR | 1000 HARBOR BLVD WEEHAWKEN, NJ 07086 USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2016-02-25 | UBS Global Asset Management (US) Inc. | UBS Asset Management (US) Inc. |
Name Change | 2002-05-03 | Brinson Advisors, Inc. | UBS Global Asset Management (US) Inc. |
Name Change | 2002-01-10 | Mitchell Hutchins Asset Management Inc. | Brinson Advisors, Inc. |
Name Change | 1984-07-31 | Paine Webber Mitchell Hutchins Inc. | Mitchell Hutchins Asset Management Inc. |
Number | Name | File Date |
---|---|---|
202453376750 | Annual Report | 2024-04-30 |
202334965680 | Annual Report - Amended | 2023-05-01 |
202334960360 | Annual Report - Amended | 2023-05-01 |
202334595300 | Annual Report | 2023-04-28 |
202216340860 | Annual Report | 2022-04-29 |
Date of last update: 17 May 2025
Sources: Rhode Island Department of State