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 |
---|---|---|
DONNA MCNULTY | Agent | 137 GREEN HILL AVENUE, WAKEFIELD, RI, 02879, USA |
Name | Role | Address |
---|---|---|
ANDREW MCNULTY | MANAGER | 137 GREEN HILL AVENUE WAKEFIELD, RI 02879 USA |
DONNA MCNULTY | MANAGER | 137 GREEN HILL AVENUE WAKEFIELD, RI 02879 USA |
Number | Name | File Date |
---|---|---|
202451545590 | Annual Report | 2024-04-19 |
202326735400 | Annual Report | 2023-01-27 |
202222331490 | Annual Report | 2022-08-19 |
202218936250 | Revocation Notice For Failure to File An Annual Report | 2022-06-22 |
202103219910 | Annual Report | 2021-10-14 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State