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 |
---|---|---|
MARK B. BARDORF | Agent | 36 WASHINGTON SQUARE, NEWPORT, RI, 02840, USA |
Number | Name | File Date |
---|---|---|
202451269900 | Annual Report | 2024-04-17 |
202329323280 | Annual Report | 2023-02-25 |
202210195150 | Annual Report | 2022-02-14 |
202102438240 | Annual Report | 2021-10-01 |
202069511840 | Annual Report | 2020-10-29 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State