2022 Edition

National Industry 523940 Sub-Description:

Financial planning services, customized, fees paid by client

Overview

Financial planning services, customized, fees paid by client is one of 16 sub descriptions for NAICS National Industry 523940, Portfolio Management and Investment Advice.

Identifier

The identifier for Financial planning services, customized, fees paid by client is 2534bc1fbf5fad0af15101fdfc51c617.

Learn more about how we calculate this value.

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
2022 2534bc1fbf5fad0af15101fdfc51c617
2017 bf1b68273dae48ea48f86a454529adb1
2012 bf1b68273dae48ea48f86a454529adb1

Standard Industrial Classification (SIC) Mappings

Mappings are not available for this combination of NAICS code and edition.

Insurance Industry Mappings

The US Property and Casualty Insurance Industry may use the following classification descriptions which might encompass 523940, Financial planning services, customized, fees paid by client:

  1. consultant financial
  2. consultant financial planning
  3. finance and insurance
  4. financial planner
  5. financial planner consultant
  6. financial planner office
  7. financial planning
  8. financial planning service
  9. investment advice
  10. investment advice naic
  11. investment service
  12. office financial planner
  13. other financial investment activity
  14. security commodity contract and other financial investment and related activity