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 |
---|---|---|
MICHAEL K. ALLIO | Agent | 63 BAKER STREET, PROVIDENCE, RI, 02905, USA |
Name | Role | Address |
---|---|---|
MICHAEL K ALLIO | MANAGER | 63 BAKER STREET PROVIDENCE, RI 02905 USA |
STEPHEN E LANE | MANAGER | 63 BAKER STREET PROVIDENCE, RI 02905 USA |
Number | Name | File Date |
---|---|---|
202199337620 | Articles of Dissolution | 2021-07-16 |
202073247490 | Annual Report | 2020-11-09 |
201994743250 | Annual Report | 2019-05-30 |
201878776800 | Annual Report | 2018-10-03 |
201878738150 | Statement of Change of Registered/Resident Agent | 2018-10-02 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State