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 |
---|---|---|
JOAN A. MCCORMICK | Agent | 29 ICE POND ROAD, WESTERLY, RI, 02891, USA |
Number | Name | File Date |
---|---|---|
201871725300 | Articles of Dissolution | 2018-07-05 |
201752422890 | Annual Report | 2017-10-28 |
201627892490 | Annual Report | 2016-11-23 |
201581073780 | Annual Report | 2015-09-30 |
201450327820 | Annual Report | 2014-11-24 |
Date of last update: 27 May 2025
Sources: Rhode Island Department of State