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 RD., MIDDLETOWN, RI, 02842, USA |
Number | Name | File Date |
---|---|---|
202101477060 | Articles of Dissolution | 2021-09-14 |
202072427280 | Annual Report | 2020-11-04 |
201924443250 | Annual Report | 2019-10-15 |
201879174650 | Annual Report | 2018-10-10 |
201751767640 | Annual Report | 2017-10-16 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State