Search icon

TrueFocus Financial Partners LLC

Company Details

Name: TrueFocus Financial Partners LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 27 Feb 2023 (2 years ago)
Identification Number: 001753495
ZIP code: 02852
County: Washington County
Principal Address: 650 TEN ROD RD UNIT 2, NORTH KINGSTOWN, RI, 02852, USA
Mailing Address: 650 TEN ROD ROAD BOX 10, NORTH KINGSTOWN, RI, 02852, USA
Purpose: INVESTMENT MANAGEMENT AND FINANCIAL PLANNING FOR INDIVIDUALS/FAMILIES.

Industry & Business Activity

NAICS

523930 Investment Advice

This 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

Agent

Name Role Address
JONATHAN ULLMAN Agent 650 TEN ROD ROAD BOX #10, NORTH KINGSTOWN, RI, 02852, USA

Filings

Number Name File Date
202445455960 Annual Report - Amended 2024-02-03
202443998720 Annual Report 2024-01-15
202443831270 Statement of Change of Registered/Resident Agent 2024-01-08
202329470650 Articles of Organization 2023-02-27

Date of last update: 29 Oct 2024

Sources: Rhode Island Department of State