NAICS
523920 Portfolio ManagementThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Learn more at the U.S. Census Bureau
Name | Role | Address |
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CHARLES C TOWNSEND | PRESIDENT | 4 RICHMOND SQUARE SUITE 330 PROVIDENCE, RI 02906- USA |
Name | Role | Address |
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CHARLES C TOWNSEND | TREASURER | 4 RICHMOND SQUARE - SUITE 330 PROVIDENCE, RI 02906 USA |
Name | Role | Address |
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CHARLES C TOWNSEND | SECRETARY | 4 RICHMOND SQUARE - SUITE 330 PROVIDENCE, RI 02906 USA |
Name | Role | Address |
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WALTER G.D. REED | VICE PRESIDENT | 4 RICHMOND SQUARE - SUITE 330 PROVIDENCE, RI 02906 USA |
Name | Role | Address |
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WALTER G.D. REED | ASSISTANT SECRETARY | 4 RICHMOND SQUARE - SUITE 330 PROVIDENCE, RI 02906 USA |
Name | Role | Address |
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CHARLES C TOWNSEND | DIRECTOR | 4 RICHMOND SQUARE - SUITE 330 PROVIDENCE, RI 02906 USA |
Name | Role | Address |
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WALTER G.D. REED, ESQ. | Agent | EDWARDS WILDMAN PALMER LLP 2800 FINANCIAL PLAZA, PROVIDENCE, RI, 02903, USA |
Number | Name | File Date |
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201880135710 | Certificate of Correction | 2018-10-25 |
201878850500 | Articles of Dissolution | 2018-10-03 |
201755455570 | Annual Report | 2017-12-29 |
201730606450 | Annual Report | 2017-01-20 |
201692448420 | Annual Report | 2016-02-15 |
Date of last update: 18 May 2025
Sources: Rhode Island Department of State