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Public Trust Advisors, LLC

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Company Details

Name: Public Trust Advisors, LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 08 Sep 2023 (2 years ago)
Branch of: Public Trust Advisors, LLC, COLORADO (Company Number 20111531724)
Identification Number: 001762731
Place of Formation: COLORADO
Purpose: INVESTMENT MANAGEMENT SERVICES
Principal Address: Google Maps Logo 717 17TH ST. SUITE 1850, DENVER, CO, 80202, US

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
COGENCY GLOBAL INC. Agent 222 JEFFERSON BOULEVARD, WARWICK, RI, 02888, USA

Filings

Number Name File Date
202450992160 Annual Report 2024-04-12
202340825200 Application for Registration 2023-09-08
202570107710 Annual Report 2025-04-15

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Date of last update: 17 Jul 2025

Sources: Rhode Island Department of State