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 |
---|---|---|
202197409860 | Revocation Certificate For Failure to File the Annual Report for the Year | 2021-06-03 |
202194566700 | Revocation Notice For Failure to File An Annual Report | 2021-03-16 |
201927521900 | Annual Report | 2019-11-15 |
201993426730 | Statement of Change of Registered/Resident Agent | 2019-05-17 |
201882628210 | Annual Report | 2018-12-14 |
Date of last update: 29 May 2025
Sources: Rhode Island Department of State