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 |
---|---|---|
KIM RIENDEAU | Agent | ONE CROWNMARK DRIVE, LINCOLN, RI, 02865, USA |
Name | Role | Address |
---|---|---|
JOHN ANDREWS | MANAGER | 302 SNEECH POND ROAD CUMBERLAND, RI 02864- USA |
Number | Name | File Date |
---|---|---|
202082397580 | Revocation Certificate For Failure to File the Annual Report for the Year | 2020-12-29 |
202045581500 | Revocation Notice For Failure to File An Annual Report | 2020-07-20 |
201874194310 | Annual Report | 2018-08-10 |
201748937300 | Annual Report | 2017-08-30 |
201608801550 | Annual Report | 2016-09-13 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State