NAICS Code Lookup

Portfolio Management

General Cross Reference Market Report

General

NAICS Code
523920
Industry

Phraseology

Portfolio Management

Description

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

Examples

  • Managing trusts
  • Pension fund managing
  • Mutual fund managing
  • Portfolio fund managing

Alternate NAICS Descriptions

  • 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

Businesses

AVIVA INVESTORS NORTH AMERICA HOLDIN
OZONE ASSET MANAGEMENT LLC
TRUEWEALTH ADVISING GROUP INC
CAMBRIDGE FINANCIAL PARTNERS LLC
MB AMERICA LLC
ACTIVEST WEALTH MANAGEMENT LLC

Top Carriers

Hartford Fire & Cas Grp
Travelers Grp
Chubb Ltd Grp
Amtrust Ngh Grp
Unknown
Zurich Ins Grp

Top Agents

PAYCHEX INS AGENCY INC

Cross Reference

Find industry codes related to the NAICS Code 523920. This includes General Liability, NAICS, and state and NCCI Class Codes.

General Liability (GL)

47367 Sales or Service Organizations

NCCI Class Code

8742 Salespersons or Collectors--Outside

CA Class Code

8742 Salespersons — Outside

DE Class Code

0951 Salesperson - Outside

MI Class Code

8742 ASSESSMENT OF PATIENT AT HOME - NO COUNSELING

NJ Class Code

8742 Salespersons or Collectors--Outside

NY Class Code

8742 Salespersons or Collectors--Outside

PA Class Code

0951 Salesperson - Outside

TX Class Code

8742 Salespersons or Collectors--Outside

Market Report

Accounts

Premium

Top Carriers
New/Retained Business
Accounts Won
Accounts Lost
Rate History
Premium Dist.
Premium History
Mod Dist.
Premium/LCM
Mod/LCM

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