2022 Edition

National Industry 523940 Sub-Description:

Investment advice counseling services, customized, fees paid by client

Overview

Investment advice counseling 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 Investment advice counseling services, customized, fees paid by client is cabdd6cf8b55ce1113ec845941146c42.

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 cabdd6cf8b55ce1113ec845941146c42
2017 e7a3c0f95401ce46116e94a2fff74b6e
2012 e7a3c0f95401ce46116e94a2fff74b6e

Standard Industrial Classification (SIC) Mappings

  1. 6282 - Investment Advice

Insurance Industry Mappings

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

  1. consultant financial
  2. consultant financial planning
  3. finance and insurance
  4. financial advisor except stockbroker
  5. financial planner
  6. financial planner consultant
  7. financial planner office
  8. financial planner office no stock brokerage
  9. financial planning
  10. financial planning and investment advice
  11. financial planning service
  12. investment advice
  13. investment advice naic
  14. investment institution
  15. investment service
  16. office financial planner
  17. other financial investment activity
  18. security commodity contract and other financial investment and related activity
  19. wealth manager