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 |
---|---|---|
SHAUN T SCOTT | Agent | 3351 POST ROAD, WARWICK, RI, 02886, USA |
Number | Name | File Date |
---|---|---|
202449034620 | Annual Report | 2024-03-21 |
202331096170 | Annual Report | 2023-03-18 |
202221485860 | Articles of Organization | 2022-07-20 |
202563855080 | Annual Report | 2025-02-04 |
Date of last update: 15 May 2025
Sources: Rhode Island Department of State