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 |
---|---|---|
CHARLES F. REILLY, ESQ. | Agent | 681 SMITH STREET, PROVIDENCE, RI, 02908, USA |
Number | Name | File Date |
---|---|---|
202197401620 | Revocation Certificate For Failure to File the Annual Report for the Year | 2021-06-03 |
202194546720 | Revocation Notice For Failure to File An Annual Report | 2021-03-16 |
201920916190 | Annual Report | 2019-09-19 |
201880020340 | Annual Report | 2018-10-22 |
201750544440 | Annual Report | 2017-09-27 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State