Name: | KLR INVESTMENT ADVISORS, LLC |
Jurisdiction: | Rhode Island |
Entity type: | Domestic Limited Liability Company |
Status: | Activ |
Date of Organization in Rhode Island: | 02 Jul 2002 (23 years ago) |
Identification Number: | 000125679 |
ZIP code: | 02904 |
County: | Providence County |
Principal Address: | 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904, USA |
Purpose: | TO PROVIDE INVESTMENT ADVISORY SERVICES |
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
CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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1973130 | 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904 | 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904 | 401-274-2001 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Form type | 13F-HR |
File number | 028-23249 |
Filing date | 2024-04-23 |
Reporting date | 2024-03-31 |
File | View File |
Filings since 2024-02-08
Form type | 13F-HR |
File number | 028-23249 |
Filing date | 2024-02-08 |
Reporting date | 2023-12-31 |
File | View File |
Filings since 2023-11-08
Form type | 13F-HR |
File number | 028-23249 |
Filing date | 2023-11-08 |
Reporting date | 2023-09-30 |
File | View File |
Filings since 2023-08-08
Form type | 13F-HR |
File number | 028-23249 |
Filing date | 2023-08-08 |
Reporting date | 2023-06-30 |
File | View File |
Filings since 2023-05-15
Form type | 13F-HR |
File number | 028-23249 |
Filing date | 2023-05-15 |
Reporting date | 2022-12-31 |
File | View File |
Filings since 2023-05-15
Form type | 13F-HR |
File number | 028-23249 |
Filing date | 2023-05-15 |
Reporting date | 2023-03-31 |
File | View File |
Name | Role | Address |
---|---|---|
HENRY A. SILVA | Agent | 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904, USA |
Name | Role | Address |
---|---|---|
PERI APTAKER | MANAGER | 951 NORTH MAIN STREET PROVIDENCE, RI 02904 USA |
Number | Name | File Date |
---|---|---|
202451540270 | Annual Report | 2024-04-19 |
202330314310 | Annual Report | 2023-03-09 |
202330145680 | Statement of Change of Registered/Resident Agent | 2023-03-07 |
202212442450 | Annual Report | 2022-03-08 |
202101224510 | Annual Report | 2021-09-10 |
202055661100 | Annual Report | 2020-09-17 |
201917317920 | Annual Report | 2019-09-03 |
201876791580 | Annual Report | 2018-09-06 |
201751416070 | Annual Report | 2017-10-12 |
201608558300 | Annual Report | 2016-09-08 |
Date of last update: 10 Apr 2025
Sources: Rhode Island Department of State