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GULATI ASSET MANAGEMENT LLC

Company Details

Name: GULATI ASSET MANAGEMENT LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 09 Oct 1998 (27 years ago)
Identification Number: 000102913
Principal Address: 1000 WINDERMERE WAY, VERO BEACH, FL, 32963, USA
Purpose: FINANCIAL PLANNING SERVICES INVESTMENT SUPERVISORY MANAGED ACCOUNTS CONSULTATION

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
JOSEPH J. ALTIERI, ESQ. Agent 203 SOUTH MAIN STREET, PROVIDENCE, RI, 02903, USA

Filings

Number Name File Date
202444758990 Annual Report 2024-01-25
202327588410 Annual Report 2023-02-06
202208240800 Annual Report 2022-01-19
202101446570 Annual Report 2021-09-13
202059981150 Annual Report 2020-10-01
201926568780 Annual Report 2019-10-31
201877377350 Annual Report 2018-09-13
201750712470 Annual Report 2017-09-29
201750709830 Statement of Change of Registered/Resident Agent 2017-09-29
201749997420 Revocation Notice For Failure to Maintain a Registered Office 2017-09-19

Date of last update: 09 Apr 2025

Sources: Rhode Island Department of State