national industry 523930
Investment Advice
Overview
This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients.
The immediate parent of national industry 523930 is international industry 52393: Investment Advice
Illustrative Examples
- Financial investment advice services, customized, fees paid by client Investment advisory services, customized, fees paid by client Financial planning services, customized, fees paid by client
2012 NAICS Edition Cross References
- Establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or 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 Subsector 511, Publishing Industries (except Internet) or Industry 519130, Internet Publishing and Broadcasting and Web Search Portals.
Sub-Descriptions
- 523930 - Certified financial planners, customized, fees paid by client
- 523930 - Financial investment advice services, customized, fees paid by client
- 523930 - Financial planning services, customized, fees paid by client
- 523930 - Investment advice consulting services, customized, fees paid by client
- 523930 - Investment advice counseling services, customized, fees paid by client
- 523930 - Investment advisory services, customized, fees paid by client
History
The NAICS editions in which this code was present are indicated below. In the event that a code was changed from the prior edition the equivalent value in that edition is provided for reference.
| Edition | Existed | Equivalent Value |
|---|---|---|
| 2002 | 523930 | |
| 2007 | 523930 | |
| 2012 | 523930 | |
| 2017 | 523930 | |
| 2022 | 523940 |
Standard Industrial Classification (SIC) Mappings
Insurance Industry Mappings
Mappings are not available for this combination of NAICS code and edition.
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