523940 - Portfolio Management and Investment Advice
Overview
Description
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. 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.
SBA Size Standard
$47 million (revenue)
Status
Active
Examples
• 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
• Investment management
• Managing investment funds
• Managing mutual funds
• Managing personal investment trusts
• Managing trusts
• Mutual fund managing
• Pension fund managing
• Personal investments trusts, managing
• Portfolio fund managing
• Private equity fund managing
Federal Award Analysis
NAICS 523940 contract spending
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Subcontracts
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Federal IDV Awards
NAICS 523940 indefinite delivery vehicle awards
Federal Contract Awards
NAICS 523940 contracts awards
Federal Contract Opportunities
NAICS 523940 federal solicitations
Federal Forecast Opportunities
NAICS 523940 federal solicitation forecasts
State and Local Contract Opportunities