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 |
---|---|---|
CHARLES F. ROGERS, JR. | Agent | 486 WAYLAND AVENUE, PROVIDENCE, RI, 02906, USA |
Number | Name | File Date |
---|---|---|
202450920730 | Annual Report | 2024-04-12 |
202450850910 | Statement of Change of Registered/Resident Agent | 2024-04-11 |
202333736830 | Annual Report | 2023-04-24 |
202215586250 | Annual Report | 2022-04-25 |
202102570940 | Annual Report | 2021-09-30 |
Date of last update: 14 May 2025
Sources: Rhode Island Department of State