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NAICS Code 523940 - Portfolio Management and Investment Advice
Government Level - NAICS 6-DigitBusiness Lists and Databases Available for Marketing and Research
NAICS Code 523940 Description
This 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.
NAICS Code 523940 - Portfolio Management and Investment Advice is a final level code of the “Finance and Insurance” Sector. There are 98,058 companies verified as active in this industry in the USA.
Parent Category - 5-digit Level (less specific)
Marketing: NAICS Codes (8-digit) for Portfolio Management and Investment Advice
Access In-depth Industry Analysis: Reach out to companies and executives within these industries.
- Industry Companies Available
- 523940-01 - Investment Management 1,882
- 523940-02 - Asset Management 660
- 523940-03 - Tax Sheltered Investments 3
- 523940-04 - Investment Trusts 752
- 523940-05 - Banks-Consulting Services 21
- 523940-06 - Financial Advisory Services 73,300
- 523940-07 - Independent Financial Advisers 343
- 523940-08 - Financial Planners-Certified 5,466
- Industry Companies Available
- 523940-09 - Financial Planning Consultants 11,738
- 523940-10 - Financial Report Analysts 25
- 523940-11 - Financing Consultants 1,588
- 523940-12 - Investment Advisory Referral Service 41
- 523940-13 - Mergers & Acquisitions 1,520
- 523940-14 - Retirement Income Funds 39
- 523940-15 - Retirement Planning Services 680
Industry Examples of NAICS 523940
Common types of examples within NAICS Code 523940 - Portfolio Management and Investment Advice are:
- 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
- Investment management
- Managing investment funds
- Managing mutual funds
- Managing personal investment trusts
- Managing trusts
- Mutual fund managing
- Pension fund managing
- Personal investments trusts, managing
- Portfolio fund managing
- Private equity fund managing
Cross-References
Industry Executives
Would you like to email executives in NAICS Code 523940 - Portfolio Management and Investment Advice ? Below are some of the common job titles available to be targeted.
- Business Development
- Chairman
- C-Level
- Director
- Engineering
- Executive Director
- Facilities
- Finance
- Human Resource
- IT
- Manager
- Marketing
- Manufacturing
- Operations
- Owner
- Partner
- President
- Principal
- Purchasing
- Sales
- Vice President
For specific job title targeting, please provide details in the business list request form.
Questions & Answers
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How many active businesses operate in NAICS Code 523940?
There are 98,058 verified business locations operating primarily in this industry.