System Atlas
NAICS 523940
Browse what is insideInherits Financial services

Portfolio Management and Investment Advice

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. It has no schema of its own: companies here are mapped on the Financial services schema, and what it does not cover is recorded as gaps.

Baseline
Financial services v1
Inherited from
Financial services
Companies mapped
0 of 0
Primitives
57 in 8 parts
Last updated
Nov 2, 2026