March Financial, LLC
Date of last update: 21 Apr 2025. Data updated weekly.
| Entity Name: | March Financial, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report past due |
| Date Formed: | 12 Dec 2022 |
| Business ALEI: | 2676843 |
| Annual report due: | 31 Mar 2025 |
| Business address: | 84 Old Church Rd, Oxford, CT, 06478-1346, United States |
| Mailing address: | 84 Old Church Rd, Oxford, CT, United States, 06478-1346 |
| ZIP code: | 06478 |
| County: | New Haven |
| Place of Formation: | CONNECTICUT |
| E-Mail: | chuck@marchwm.com |
NAICS
523940 Portfolio Management and Investment AdviceThis industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARCH FINANCIAL, LLC 401K PLAN | 2023 | 884380788 | 2024-10-15 | MARCH FINANCIAL, LLC | 0 | |||||||||||||||||||||||
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| Role | Plan administrator |
| Date | 2024-10-15 |
| Name of individual signing | MARCELLO DE PASCALE |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Residence address |
|---|---|---|
| Charles Hite | Officer | 84 Old Church Rd, Oxford, CT, 06478-1346, United States |
| Marcello DePascale | Officer | 15 Cricket Trl, Guilford, CT, 06437-1844, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Kristen Lynn | Agent | 1 Audubon St, 3rd Floor, New Haven, CT, 06511-6433, United States | 1 Audubon St, 3rd Floor, New Haven, CT, 06511-6433, United States | +1 203-525-6557 | klynn@gs-lawfirm.com | 35 Pearl St, Ste 301, New Britain, CT, 06051, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012353130 | 2024-03-23 | - | Annual Report | Annual Report | - |
| BF-0011528909 | 2023-01-23 | - | Annual Report | Annual Report | - |
| BF-0011526335 | 2022-12-12 | - | Business Formation | Certificate of Organization | - |
Sources: Company Profile on Connecticut's Official State Website
* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information