NAICS 8-Digit Codes for "5239"

The Investments industry involves the intermediation of funds between investors and companies. This industry is responsible for managing and investing funds on behalf of clients, such as individuals, corporations, and governments. The investments made by this industry can range from stocks and bonds to real estate and commodities. The goal of this industry is to generate a return on investment …

Mutual funds are a type of investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. The mutual fund is managed by a professional fund manager who makes investment decisions on behalf of the investors. Mutual funds offer investors the opportunity to invest in a diversified portfolio of securities with relatively low …

Venture Capital Companies are a type of Miscellaneous Intermediation that specializes in providing funding to startup companies and small businesses that have high growth potential. These companies typically invest in early-stage businesses that are not yet profitable, but have a unique idea or product that has the potential to disrupt the market. Venture Capital Companies provide not only …

Private Equity Companies are financial firms that invest in private companies or acquire public companies and take them private. They raise funds from institutional investors, such as pension funds, endowments, and wealthy individuals, and use that capital to invest in companies that they believe have the potential for growth and profitability. Private Equity Companies typically hold their …

Equitable-Products is a subdivision of the Miscellaneous Intermediation industry that involves the facilitation of financial products that provide equitable benefits to all parties involved. This industry is focused on creating products that are fair and just for both the buyer and seller. Equitable-Products can include a range of financial instruments such as insurance policies, annuities, and …

Investment Management is a specialized industry that involves the professional management of various securities and assets to meet specific investment goals for clients. Investment managers work with individuals, corporations, and institutions to create and manage investment portfolios that align with their financial objectives. The industry is highly regulated and requires a deep understanding …

Asset management is a subdivision of the NAICS Code 523940 that involves the management of investments on behalf of clients. This industry is responsible for managing a range of assets, including stocks, bonds, real estate, and commodities. Asset managers work with clients to develop investment strategies that align with their financial goals and risk tolerance. They also monitor market …

Tax Sheltered Investments is a subdivision of the Portfolio Management and Investment Advice industry that focuses on investments that provide tax benefits to investors. These investments are designed to reduce the amount of taxes paid on income, capital gains, or both. Tax Sheltered Investments are typically long-term investments that offer a range of benefits to investors, including …

Investment Trusts are financial institutions that pool money from investors to purchase a diversified portfolio of securities. These securities can include stocks, bonds, and other financial instruments. Investment Trusts are closed-end funds, meaning that they have a fixed number of shares that are traded on stock exchanges. They are managed by professional fund managers who make investment …

Banks-Consulting Services is a subdivision of the Portfolio Management and Investment Advice industry that involves providing consulting services to banks and financial institutions. These services can range from risk management to regulatory compliance and can be tailored to the specific needs of each client. Banks-Consulting Services professionals work closely with their clients to identify …

Financial Advisory Services is a type of industry that provides professional advice to clients regarding their financial affairs. This industry involves analyzing a client's financial situation and providing recommendations on how to achieve their financial goals. Financial advisors may specialize in various areas such as retirement planning, investment management, tax planning, and estate …

Independent Financial Advisers are professionals who provide personalized financial advice to clients. They work independently and are not affiliated with any financial institution or product provider. Their main goal is to help clients achieve their financial goals by providing them with unbiased advice and recommendations. Independent Financial Advisers analyze their clients' financial …

Financial Planners-Certified are professionals who provide personalized financial advice and guidance to clients. They help clients develop and implement financial plans that align with their goals and objectives. These plans may include investment strategies, retirement planning, tax planning, estate planning, and risk management. Certified Financial Planners (CFPs) have completed rigorous …

Financial Planning Consultants are professionals who provide advice and guidance to individuals and businesses on how to manage their finances and achieve their financial goals. They analyze their clients' financial situation, including income, expenses, assets, and liabilities, and develop a comprehensive financial plan that takes into account their short-term and long-term objectives. Financial …

Financial Report Analysts are professionals who analyze financial data and prepare reports for businesses, organizations, and individuals. They are responsible for examining financial statements, balance sheets, income statements, and other financial reports to identify trends, risks, and opportunities. Financial Report Analysts use their expertise to provide insights and recommendations to …

Financing Consultants are professionals who provide expert advice and guidance to businesses and individuals seeking financing solutions. They specialize in analyzing financial data, identifying potential sources of funding, and developing strategies to secure financing. Financing Consultants work closely with clients to understand their financial needs and goals, and then provide customized …

Investment Advisory Referral Service is a subdivision of the Portfolio Management and Investment Advice industry that involves providing referrals to clients seeking investment advice. Investment Advisory Referral Service companies do not provide investment advice themselves, but rather connect clients with qualified investment advisors who can provide personalized investment advice based on the …

Mergers & Acquisitions is a subdivision of the Portfolio Management and Investment Advice industry that involves the buying, selling, and combining of companies or their assets. This industry is focused on creating value for shareholders by identifying and executing strategic transactions that can lead to increased profitability, market share, and competitive advantage. Mergers & Acquisitions …

Retirement Income Funds is a subdivision of the Portfolio Management and Investment Advice industry that specializes in managing investment portfolios for individuals who are retired or nearing retirement. The primary goal of Retirement Income Funds is to provide a steady stream of income to retirees while preserving their capital. This is achieved by investing in a diversified portfolio of …

Retirement Planning Services is a subdivision of the Portfolio Management and Investment Advice industry that focuses on providing financial advice and guidance to individuals and businesses in order to help them plan for their retirement. This industry involves a range of services that are designed to help clients achieve their retirement goals, such as creating a retirement savings plan, …

Bankruptcy Trustees are professionals who are appointed by the court to oversee the administration of bankruptcy cases. They are responsible for managing the assets of the debtor, ensuring that creditors are paid as much as possible, and ensuring that the bankruptcy process is carried out in accordance with the law. Bankruptcy Trustees work closely with debtors, creditors, and the court to ensure …

The Bonds-Municipal & Corporate industry involves the buying and selling of bonds issued by municipalities and corporations. Municipal bonds are issued by state and local governments to fund public projects such as schools, highways, and hospitals. Corporate bonds are issued by companies to raise capital for various purposes such as expansion, research and development, and debt refinancing. This …

Brokers-Countertrade is a subdivision of the Trust, Fiduciary, and Custody Activities industry that involves the facilitation of international trade deals between two parties. In this industry, brokers act as intermediaries between the buyer and seller, negotiating the terms of the trade deal and ensuring that both parties fulfill their obligations. Countertrade refers to the practice of …

Escrow service is a type of trust, fiduciary, and custody activity that involves a third party holding funds or assets on behalf of two other parties involved in a transaction. The third party, known as the escrow agent, is responsible for ensuring that the terms and conditions of the transaction are met before releasing the funds or assets to the appropriate party. Escrow services are commonly …

Fiduciaries are professionals who are entrusted with managing assets or making decisions on behalf of another person or entity. They are legally bound to act in the best interest of their clients and must exercise a high level of care, loyalty, and prudence in their duties. Fiduciaries can be individuals or organizations, such as banks, law firms, or financial advisors, and they may provide a …

Guardianship Services is a subdivision of the NAICS Code 523991 that involves the management of legal guardianship arrangements for individuals who are unable to make decisions for themselves. This industry provides a range of services to ensure that the needs and interests of the individual are met, including managing finances, making healthcare decisions, and arranging for living …

Payroll Distribution Service is an industry that involves the management and distribution of employee paychecks on behalf of employers. This service is typically outsourced to third-party companies that specialize in payroll processing and distribution. The companies in this industry are responsible for calculating employee wages, withholding taxes, and other deductions, as well as ensuring that …

Proxy solicitors are companies that specialize in soliciting votes from shareholders on behalf of a company's management or a dissident group during a proxy contest. They provide services such as vote tabulation, proxy distribution, and vote solicitation. Proxy solicitors work closely with the company's management or the dissident group to develop a strategy to win the proxy contest. They also …

Stock & Bond Transfer Agents is a subdivision of the NAICS Code 523991 that involves the transfer of ownership of securities such as stocks, bonds, and mutual funds from one party to another. These agents act as intermediaries between the buyer and seller, ensuring that the transfer of securities is done accurately and efficiently. They also maintain records of ownership and handle the …

Trust Companies are financial institutions that provide trust, fiduciary, and custody services to individuals, businesses, and organizations. These companies act as trustees, managing assets and investments on behalf of their clients. Trust Companies are responsible for ensuring that their clients' assets are protected and managed in accordance with their wishes and legal requirements. They offer …

Trust Service is a subdivision of the NAICS Code 523991 that involves the management of assets and property on behalf of a beneficiary by a trustee. The trustee is responsible for ensuring that the assets are managed in accordance with the terms of the trust agreement and the wishes of the beneficiary. Trust Service can be provided by banks, financial institutions, law firms, and other …

Trustees are professionals who are responsible for managing assets and making decisions on behalf of a trust's beneficiaries. They are appointed to ensure that the trust is managed in accordance with the trust agreement and applicable laws. Trustees have a fiduciary duty to act in the best interests of the beneficiaries and to manage the trust's assets prudently. …

Lumber-Commission is a subdivision of the Trust, Fiduciary, and Custody Activities industry that involves the buying and selling of lumber on behalf of clients. This industry acts as an intermediary between lumber producers and buyers, facilitating the transaction process and ensuring that both parties receive fair deals. Lumber-Commission companies typically earn a commission on each transaction …

The Gift & Loyalty Cards industry, a subdivision of Miscellaneous Financial Investment Activities, involves the issuance and management of gift cards and loyalty programs for businesses. This industry provides a convenient and effective way for businesses to increase customer loyalty and attract new customers. Gift cards are prepaid cards that can be used to purchase goods or services at a …

International Trade Services is a subdivision of the Miscellaneous Financial Investment Activities industry that involves facilitating and managing trade transactions between companies located in different countries. This industry includes a range of services such as import/export financing, foreign exchange services, trade documentation, logistics and transportation, and customs brokerage. …

Investors NEC is a subdivision of the Miscellaneous Financial Investment Activities industry that involves companies engaged in investment activities that are not classified elsewhere. These companies invest in a variety of assets such as stocks, bonds, real estate, and commodities. Investors NEC may include individuals, partnerships, corporations, or other entities that invest their own funds or …

Mining Brokers are professionals who facilitate the buying and selling of mining properties, mineral rights, and mining businesses. They act as intermediaries between buyers and sellers, providing expertise and guidance throughout the transaction process. Mining Brokers are knowledgeable about the mining industry and have a deep understanding of the market trends, mineral values, and regulatory …

Money Brokers are financial professionals who act as intermediaries between buyers and sellers of financial instruments, such as stocks, bonds, and currencies. They facilitate transactions by matching buyers and sellers and negotiating prices. Money Brokers typically work in fast-paced environments and must have a deep understanding of financial markets and instruments. …

Oil Brokers are professionals who act as intermediaries between buyers and sellers of crude oil and other petroleum products. They facilitate the buying and selling of oil by negotiating deals on behalf of their clients. Oil Brokers are knowledgeable about the oil market and use their expertise to help clients make informed decisions about buying and selling oil. They work with a range of …

Oil Land Leases is a subdivision of the Miscellaneous Financial Investment Activities industry that involves the leasing of land for the purpose of oil exploration and production. This industry is responsible for providing access to land for oil companies to extract oil and gas resources. Oil Land Leases can be owned by individuals, corporations, or government entities, and they can be leased to …

The Oil-Crude-Purchasing industry involves the purchasing of crude oil from various sources such as oil fields, refineries, and other suppliers. Companies in this industry purchase crude oil in large quantities and then sell it to refineries or other buyers. The industry is highly competitive and requires a deep understanding of the oil market and its fluctuations. …

Registered Agents are entities that are authorized to receive legal and official documents on behalf of a business or corporation. They act as a point of contact between the business and the state government, ensuring that all legal and regulatory requirements are met. Registered Agents play a crucial role in maintaining the compliance of a business and protecting its legal interests. …

Services Allied With Exch Of Sec NEC is a subdivision of the Miscellaneous Financial Investment Activities industry. This industry involves providing services related to the exchange of securities that are not classified under any other category. Companies in this industry provide a range of services that support the buying and selling of securities, such as providing market data, facilitating …