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 |
---|---|---|
JENNIFER CARTER | Agent | 107 WARWICK AVENUE, CRANSTON, RI, 02905, USA |
Type | Date | Old Value | New Value |
---|---|---|---|
Name Change | 2015-08-20 | Vision Assets and Management LLC | VISION ASSETS LLC |
Number | Name | File Date |
---|---|---|
202197423460 | Revocation Certificate For Failure to File the Annual Report for the Year | 2021-06-03 |
202194087160 | Revocation Notice For Failure to File An Annual Report | 2021-03-16 |
201929087080 | Annual Report | 2019-12-02 |
201882556900 | Annual Report | 2018-12-12 |
201751619750 | Annual Report | 2017-10-13 |
Date of last update: 30 May 2025
Sources: Rhode Island Department of State