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 |
---|---|---|
ANDREW F. NICOLETTA | Agent | 216 GRAY CRAIG ROAD, MIDDLETOWN, RI, 02842, USA |
Number | Name | File Date |
---|---|---|
202101478120 | Articles of Dissolution | 2021-09-14 |
202072427000 | Annual Report | 2020-11-04 |
201924445010 | Annual Report | 2019-10-15 |
201996117950 | Annual Report | 2019-06-10 |
201992405060 | Revocation Notice For Failure to File An Annual Report | 2019-05-13 |
Date of last update: 29 May 2025
Sources: Rhode Island Department of State