NAICS 2022 nationalIndustry ** USA Verified: Census NAICS 2022 · 2026-01-01
523940
NAICS 523940 — Portfolio Management and Investment Advice
Portfolio Management and Investment Advice
NAICS 523940 is the national industry code for portfolio management and investment advice establishments in the United States. The Small Business Administration sets a size standard of $47.0 for this classification. It forms part of the hierarchical North American Industry Classification System maintained by the Census Bureau.
SBA: $47.0
View full SBA standard
Official data
| Feature | Description |
|---|---|
| Official name | North American Industry Classification System (NAICS) 2022 |
| Issuing authority | U.S. Census Bureau with OMB, Statistics Canada, and INEGI |
| Tax authority | Internal Revenue Service (IRS) |
| Purpose | Statistical business classification and federal contracting (SAM.gov, SBA standards) |
| Used in | SAM.gov registration, SBA size determinations, IRS tax classification, SEC EDGAR (via SIC crosswalk) |
| Active since | 2022 (current edition) |
| Hierarchy level | Sector (2-digit) |
| Source | https://www.census.gov/naics/ |
NAICS hierarchy path
Trace the classification from the broadest sector down to this national industry code.
Cross-references & crosswalks
SBA size standard description
Portfolio Management and Investment Advice