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 |
---|---|---|
RICHARD M KULBIEDA | MANAGER | 114 AARON AVENUE BRISTOL, RI 02809 USA |
Name | Role | Address |
---|---|---|
JOHN G. REGO, ESQ. | Agent | 443 HOPE STREET, BRISTOL, RI, 02809, USA |
Number | Name | File Date |
---|---|---|
202453928940 | Annual Report | 2024-04-30 |
202331313880 | Annual Report | 2023-03-20 |
202217244310 | Annual Report | 2022-05-11 |
202103139290 | Annual Report | 2021-10-12 |
202062581200 | Annual Report | 2020-10-06 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State