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KLR INVESTMENT ADVISORS, LLC

Company Details

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
Purpose: TO PROVIDE INVESTMENT ADVISORY SERVICES
Principal Address: Google Maps Logo 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904, USA

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
HENRY A. SILVA Agent 951 NORTH MAIN STREET, PROVIDENCE, RI, 02904, USA

MANAGER

Name Role Address
PERI APTAKER MANAGER 951 NORTH MAIN STREET PROVIDENCE, RI 02904 USA

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001973130
Phone:
401-274-2001

Latest Filings

Form type:
13F-HR
File number:
028-23249
Filing date:
2024-04-23
File:
Form type:
13F-HR
File number:
028-23249
Filing date:
2024-02-08
File:
Form type:
13F-HR
File number:
028-23249
Filing date:
2023-11-08
File:
Form type:
13F-HR
File number:
028-23249
Filing date:
2023-08-08
File:
Form type:
13F-HR
File number:
028-23249
Filing date:
2023-05-15
File:

Filings

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

Date of last update: 21 May 2025

Sources: Rhode Island Department of State