trueNAICS523940—Portfolio Management and Investment Advice
Description
Businesses classified under NAICS 523940 (Portfolio Management and Investment Advice) are involved in: managing the portfolio assets (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. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades.
Typical Business Activities
Included Activities
- +Managing the portfolio assets (funds) of others on a fee or commissio
- +Providing customized investment advice to clients on a fee basis
- +Providing portfolio management have the authority to make investment d
- +Providing investment advice provide financial planning advice and inve
Code Crosswalks
| System | Code | Title |
|---|---|---|
| ISIC | 6619 | Other activities auxiliary to financial service activities |
| ISIC | 6630 | Fund management activities |
| NACE | 66.19 | Other activities auxiliary to financial services, except insurance and pension funding |
| NACE | 66.3 | Fund management activities |
| SIC | 6282 | Investment Advice (portfolio managers) |
| SIC | 6371 | Pension, Health, and Welfare Funds (managers) |
| SIC | 6733 | Trusts, Except Educational, Religious, and Charitable (managers) |
| SIC | 6799 | Investors, NEC (commodity contract pool operators) |
Sample Companies
View all 533,406 companies →Black Diamond Capital Management
Black Diamond's private equity platform executes a control distressed strategy with a focus on gaining control of sector leading middle market companies through the purchase and subsequent restructuring of senior secured debt securities as well as selective non-debt related equity investments and acquisitions.
J. Epstein & Company
J. Epstein & Company was a financial advisory firm founded by Jeffrey Epstein, providing wealth management to ultra-high-net-worth clients.
International Monetary Fund
The International Monetary Fund (IMF) is an international financial institution and a specialized agency of the United Nations, headquartered in Washington, D. C. It consists of 191 member countries, and its stated mission is "working to foster global monetary cooperation, secure financial stability, facilitate international trade, promote high employment and sustainable economic growth, and reduce poverty around the world." The IMF acts as a lender of last resort to its members experiencing actual or potential balance of payments crises.
Partner Capital
Partner Capital, Inc. is an investment firm focused on US & international real estate & other specialized alternative asset sectors for international investors.
Nelnet
As your student loan servicer, we're here to make the repayment process as simple as possible.
TechBerry
TechBerry is an investment consultant & financial advisor based in Village of Tully, New York, United States.
CapCorp Investment
Trade Crypro, Forex, Indices, Metals, and Shares from a single account with the lowest spreads in the market.
Finodexis
Finodexis – Ihre smarte Lösung für automatisierten Handel mit Aktien und Kryptowährungen. Dank KI-Technologie investieren Sie sicher, effizient und ganz ohne Vorkenntnisse.
Finoretix
Finoretix – Ihre smarte Lösung für automatisierten Handel mit Aktien und Kryptowährungen. Dank KI-Technologie investieren Sie sicher, effizient und ganz ohne Vorkenntnisse.
HFM Wealth Management
I founded Hartford Financial Management, Inc. in 1989 to offer a client-focused alternative to the common financial services model of investment management.
Veridion tracks +533,406 companies under NAICS 523940
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