NAICS for "5239"
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523910 - Miscellaneous IntermediationThis industry comprises establishments primarily engaged in acting as principals (except investment bankers, securities dealers, and commodity contracts dealers) in buying or selling financial contracts generally on a spread basis. Principals are investors that buy or sell for their own account. …Examples: Individuals investing in financial contracts on own account, Investment clubs, Mineral royalties or leases dealing
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523940 - Portfolio Management and Investment AdviceThis 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. …Examples: Certified financial planners, customized, fees paid by client, Financial investment advice services, customized, fees
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523991 - Trust, Fiduciary, and Custody ActivitiesThis U.S. industry comprises establishments primarily engaged in providing trust, fiduciary, and custody services to others, as instructed, on a fee or contract basis, such as bank trust offices and escrow agencies (except real estate). …Examples: Administrators of private estates, Bank trust offices, Escrow agencies (except real estate), Fiduciary agencies (except
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523999 - Miscellaneous Financial Investment ActivitiesThis U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or …Examples: Business start-up fundraising using a crowdfunding platform, Clearinghouses, commodity exchange or securities exchange,