NAICS Code 523940 - Portfolio Management and Investment Advice

Government Level - NAICS 6-Digit - Updated to 2022 NAICS

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Total Verified Companies: 98,997
Contact Emails: 669,419
Company Websites: 84,448
Phone Numbers: 91,263
Business Addresses: 98,997
Companies with Email: 42,176
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NAICS CODE 523940
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Looking for more companies? See NAICS 52394 - Portfolio Management and Investment Advice - 98,997 companies, 669,419 emails.

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. Source: Census.gov - NAICS 2022 compliant

NAICS Code 523940 - Portfolio Management and Investment Advice is a final level code of the “Finance and Insurance” Sector. There are 98,997 companies verified as active in this industry in the USA.

Parent Category - 5-digit Level (less specific)

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

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.

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

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Questions & Answers

  • How many active businesses operate in NAICS Code 523940?

    There are 98,997 verified business locations operating primarily in this industry.