Investment Advice

NAICS 523930 · 0 open opportunities · 0 awards on record

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 Investment counseling services, customized, fees paid by client