NAICS Code 523940 - Portfolio Management and Investment Advice

For some business types, there may be a similar industry to NAICS Code 523940 - Portfolio Management and Investment Advice that is a better classification match. Establishments primarily engaged in investment banking, securities intermediation, and commodity contracts intermediation are classified in NAICS Code 5231 - Securities and Commodity Contracts Intermediation and Brokerage; Establishments primarily engaged in acting as principals (except investment bankers, securities dealers, and commodity contracts dealers) in buying or selling financial contracts are classified in NAICS Code 523910 - Miscellaneous Intermediation; Establishments primarily engaged in administering personal estates are classified in U.S. NAICS Code 523991 - Trust, Fiduciary, and Custody Activities; Legal entities (i.e., trusts, estates, or agency accounts) administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement are classified in NAICS Code 525920 - Trusts, Estates, and Agency Accounts; Establishments providing investment advice in conjunction with their primary activity, such as the sale of stocks, bonds, annuities, and real estate, are classified according to their primary activity; and Establishments known as publishers providing generalized investment information to subscribers are classified in NAICS Code 513 - Publishing Industries.