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 |
---|---|---|
CHARLES J. MEANS | Agent | 344 WICKENDEN STREET, PROVIDENCE, RI, 02903, USA |
Number | Name | File Date |
---|---|---|
202446613710 | Annual Report | 2024-02-12 |
202327600770 | Annual Report | 2023-02-03 |
202209563610 | Annual Report | 2022-02-04 |
202100973770 | Annual Report | 2021-09-03 |
202052106460 | Annual Report | 2020-09-04 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State