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 |
---|---|---|
JOSEPH A. ANESTA | Agent | 301 PROMENADE STREET, PROVIDENCE, RI, 02908, USA |
Number | Name | File Date |
---|---|---|
202210138120 | Articles of Dissolution | 2022-02-11 |
202103652230 | Annual Report | 2021-10-22 |
202069600490 | Annual Report | 2020-10-29 |
201922753450 | Annual Report | 2019-10-04 |
201879023020 | Annual Report | 2018-10-08 |
Date of last update: 30 May 2025
Sources: Rhode Island Department of State