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 |
---|---|---|
STEPHEN H. PENZA, CPA | Agent | 1150 NEW LONDON AVENUE, CRANSTON, RI, 02920, USA |
Number | Name | File Date |
---|---|---|
202444173450 | Annual Report | 2024-01-18 |
202326453250 | Annual Report | 2023-01-23 |
202221689880 | Annual Report | 2022-07-26 |
202220199380 | Revocation Notice For Failure to File An Annual Report | 2022-06-27 |
202195192070 | Annual Report | 2021-03-31 |
Date of last update: 12 May 2025
Sources: Rhode Island Department of State