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 |
---|---|---|
MARK B. BARDORF | Agent | 36 WASHINGTON SQUARE, NEWPORT, RI, 02840, USA |
Number | Name | File Date |
---|---|---|
202445580310 | Annual Report | 2024-02-05 |
202327423630 | Annual Report | 2023-02-03 |
202209392300 | Annual Report | 2022-02-04 |
202101764160 | Annual Report | 2021-09-20 |
202195095650 | Annual Report | 2021-03-30 |
Date of last update: 28 May 2025
Sources: Rhode Island Department of State