The NAICS Code 523930 is described as
Investment Advice- Certified financial planners, customized, fees paid by client
- Financial investment advice services, customized, fees paid by client
- Financial planning services, customized, fees paid by client
- Investment advice consulting services, customized, fees paid by client
- Investment advice counseling services, customized, fees paid by client
- Investment advisory services, customized, fees paid by client
Description
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.
Illustrative Examples:
Financial investment advice services, customized, fees paid by client
Financial planning services, customized, fees paid by client
Investment advisory services, customized, fees paid by client
· 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.
(2019-08-02)
It belongs to the code group
NAICS Code 52393 Investment Advice
To this Code "523930" belongs the sub codes
(No direct sub codes available)
The equivalent ISIC Code (Rev. 3.1) is
| 6719: |  Activities auxiliary to financial intermediation n.e.c. |
| |  Activités auxiliaires de l'intermédiation financière n.c.a. |
The nearest NACE Code (Rev. 1.1) is
| 67.13: |  Sonstige mit den Kreditinstituten verbundene Tätigkeiten - Sonstige mit dem Kreditgewerbe verbundene Tätigkeiten |
| 67.13: | Activities auxiliary to financial intermediation n.e.c. - Activities auxiliary to financial intermediation n.e.c. |
| 67.13: | Activités auxiliaire de l'intermédiation financière n.c.a. |
| 67.13: |  Attività ausiliarie dell'intermediazione finanziaria n.c.a. |
| 67.13: |  Actividades auxiliares a la intermediacion financiera |
| 67.13: |  Ondersteunende activiteiten in verband met financiele instellingen, neg |
| 67.13: |  Anden servicevirksomhed i forbindelse med pengeinstitutter og finansieringsvirksomhed |
The equivalent CPC Code (Rev. 1.1) is
Translation of the Code description
(2019-08-02)
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