Portfolio Management and Investment Advice government contracts, bids & RFPs
NAICS 523940 · 1 open opportunity · 0 awards on record
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. 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. Illustrative Examples: Financial planning services, customized, fees paid by client Investment advisory services, customized, fees paid by client Managing trusts Portfolio fund managing Cross-References.
NAICS hierarchy
Follow the classification from the broad sector to this six-digit U.S. industry.
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- Industry group
- NAICS industry52394 Portfolio Management and Investment Advice
- U.S. industry523940 Portfolio Management and Investment Advice
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By the numbers
1 open Portfolio Management and Investment Advice opportunities; none currently set aside.
Open opportunities
- Independent Financial Advisors Vendor PoolTRANSPORTATION, DEPARTMENT OF / MARITIME ADMINISTRATION
The U.S. Maritime Administration's (MARAD) Office of Marine Financing (OMF) intends to establish a pre-qualified pool of Independent Financial Advisors (IFAs) to provide independent, third-party financial and economic analyses in support of the Federal Ship Financing Program (Title XI), authorized under 46 U.S.C. Chapter 537. IFAs will evaluate the economic soundness of projects proposed for Government-guaranteed loans under the Title XI program. Interested parties are invited to review the…
MoreDue Feb 28, 2027Posted Jul 14, 2026
States with the most open Portfolio Management and Investment Advice bids
Current open NAICS 523940 opportunities by place of performance.
State & local bids for this work
NAICS codes classify federal notices. State, county and city bids rarely carry one, so these category pages match every level of government by what is being bought.
Frequently asked
None of the 1 currently-open Portfolio Management and Investment Advice opportunities are set aside; they are open to all qualified vendors.
The states with the most currently-open NAICS 523940 opportunities are Washington, DC.