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 |
---|---|---|
JEREMIAH C. LYNCH, III | Agent | 97 JOHN CLARKE ROAD, MIDDLETOWN, RI, 02842, USA |
Number | Name | File Date |
---|---|---|
202210218840 | Revocation Certificate For Failure to File the Annual Report for the Year | 2022-02-14 |
202106697670 | Revocation Notice For Failure to File An Annual Report | 2021-12-03 |
202077611260 | Annual Report | 2020-11-25 |
201928195740 | Annual Report | 2019-11-25 |
201882198740 | Annual Report | 2018-12-03 |
Date of last update: 21 May 2025
Sources: Rhode Island Department of State