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 |
---|---|---|
GENE M. CARLINO, ESQ. | Agent | 1301 ATWOOD AVENUE SUITE 215N, JOHNSTON, RI, 02919, USA |
Name | Role | Address |
---|---|---|
JONATHAN G. SLOAN | DIRECTOR | 20 WILLIAMS STREET, SUITE G50 WELLESLEY, MA 02481 USA |
JOHN B. HARWOOD ESQ. | DIRECTOR | 9 THURBER BLVD, SUITE D SMITHFIELD, RI 02917 USA |
GENE M CARLINO ESQ. | DIRECTOR | 1301 ATWOOD AVE, SUITE 215N JOHNSTON, RI 02919 USA |
Number | Name | File Date |
---|---|---|
202459591670 | Revocation Certificate For Failure to File the Annual Report for the Year | 2024-09-17 |
202457279660 | Revocation Notice For Failure to File An Annual Report | 2024-06-25 |
202334738040 | Annual Report | 2023-04-30 |
202211815390 | Annual Report | 2022-02-28 |
202190529420 | Articles of Incorporation | 2021-02-09 |
Date of last update: 14 May 2025
Sources: Rhode Island Department of State