| Name: | Olive Ridley Private Client Services LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 07 Feb 2023 (2 years ago) |
| Identification Number: | 001752330 |
| ZIP code: | 02906 |
| County: | Providence County |
| Principal Address: | 690 ANGELL STREET, PROVIDENCE, RI, 02906, USA |
| Mailing Address: | 690 ANGELL ST, PROVIDENCE, RI, 02906, USA |
| Purpose: | WE ARE AN INVESTMENT ADVISOR AND OFFER INVESTMENT ADVISORY SERVICES TO INDIVIDUALS AND HIGH NET-WORTH INDIVIDUALS. OUR SERVICES INCLUDE FINANCIAL PLANNING, WEALTH MANAGEMENT SERVICES, STAND-ALONE PORTFOLIO MANAGEMENT SERVICES, AND RECOMMENDATIONS OF SEPARATELY MANAGED PORTFOLIOS. |
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| ROBERT PARKER MOFFETT, III | Agent | 690 ANGELL STREET, PROVIDENCE, RI, 02906, USA |
| Number | Name | File Date |
|---|---|---|
| 202454007130 | Articles of Amendment | 2024-05-06 |
| 202445244050 | Annual Report | 2024-02-01 |
| 202327686990 | Articles of Organization | 2023-02-07 |
Date of last update: 29 Oct 2024
Sources: Rhode Island Department of State
