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 |
---|---|---|
R. PAUL KUHN | Agent | 29 POST ROAD, WESTERLY, RI, 02891, USA |
Number | Name | File Date |
---|---|---|
202449224300 | Annual Report | 2024-03-24 |
202332701280 | Annual Report | 2023-04-11 |
202210103100 | Annual Report | 2022-02-11 |
202103916990 | Annual Report | 2021-10-26 |
202064805160 | Annual Report | 2020-10-15 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State