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 Investment advisory services, customized, fees paid by client Financial planning services, customized, fees paid by client
Cross-References. Establishments primarily engaged in--
| Go to: | No change 2002 to 2007 | No change 1997 to 2002 | 2002 Economic Census and other data sources |
| 2007 NAICS | 2002 NAICS | 1997 NAICS |
Corresponding Index Entries |
|---|---|---|---|
| 523930 | 523930 | 523930 | Certified financial planners, customized, fees paid by client |
| 523930 | 523930 | 523930 | Financial investment advice services, customized, fees paid by client |
| 523930 | 523930 | 523930 | Financial planning services, customized, fees paid by client |
| 523930 | 523930 | 523930 | Investment advice consulting services, customized, fees paid by client |
| 523930 | 523930 | 523930 | Investment advice counseling services, customized, fees paid by client |
| 523930 | 523930 | 523930 | Investment advisory services, customized, fees paid by client |
