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 |
---|---|---|
MARC A LEONE | Agent | 131 TABLE ROCK ROAD, SOUTH KINGSTOWN, RI, 02879, USA |
Number | Name | File Date |
---|---|---|
202195880760 | Articles of Dissolution | 2021-04-21 |
202058777970 | Annual Report | 2020-09-28 |
201928028110 | Articles of Organization | 2019-11-25 |
Date of last update: 03 Jun 2025
Sources: Rhode Island Department of State