NAICS Code 523930 Investment Advice

Industry

Finance and Insurance

Description

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.

Cross References

Establishments primarily engaged in
  • Establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or the sale of stocks, bonds, annuities, and real estate, are classified according to theirprimary activity
  • Establishments known as publishers providing generalized investment information to subscribers are classified in Subsector 511, Publishing Industries (except Internet) or Industry 519130, Internet Publishingand Broadcasting and Web Search Portals.

Illustrative Examples

  • Financial planning services, customized, fees paid by client
  • Investment advisory services, customized, fees paid by client
  • Financial investment advice services, customized, fees paid by client

Industries Included

  • Certified financial planners, customized, fees paid by client
  • Financial investment advice services, customized, fees paid by client
  • Financial planning services, customized, fees paid by client
  • Investment advice consulting services, customized, fees paid by client
  • Investment advice counseling services, customized, fees paid by client
  • Investment advisory services, customized, fees paid by client

Industry Leaders

Free Business Search - NAICS 523930

Industry Overview

Total Companies:92123

Est. Employment:1052550