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 |
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WILLIAM P. DENNIS,ESQ. | Agent | 576 METACOM AVENUE #2, BRISTOL, RI, 02809, USA |
Name | Role | Address |
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MICHAEL P MELLO | PRESIDENT | 715 HOPE STREET BRISTOL, RI 02809 USA |
Name | Role | Address |
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MICHAEL P MELLO | TREASURER | 715 HOPE STREET BRISTOL, RI 02809 USA |
Name | Role | Address |
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MICHAEL P MELLO | SECRETARY | 715 HOPE STREET BRISTOL, RI 02809 USA |
Number | Name | File Date |
---|---|---|
202449277180 | Annual Report | 2024-03-25 |
202332275790 | Annual Report - Amended | 2023-04-04 |
202331243880 | Annual Report | 2023-03-21 |
202214250350 | Annual Report | 2022-04-07 |
202187136200 | Annual Report | 2021-01-19 |
Date of last update: 01 Jun 2025
Sources: Rhode Island Department of State