All Other Financial Investment Activities
Key Figures
Figures are published for NAICS 52399 directly.
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Official definition
This industry comprises establishments primarily engaged in acting as agents or brokers (except securities brokerages and commodity contracts brokerages) in buying and selling financial contracts and those providing financial investment services (except securities and commodity exchanges, portfolio management, and investment advice).
Source: US Census Bureau, 2017 NAICS Definitions. Public domain.
Illustrative examples
- Bank trust offices
- Fiduciary agencies (except real estate)
- Escrow agencies (except real estate)
- Stock quotation services
Which code does this activity belong in?
Code 52399 covers establishments acting as agents or brokers in financial contracts (excluding securities and commodities) and providing investment services like trust and escrow administration. The boundary with Portfolio Management (52392) is that 52399 establishments do not have authority to make investment decisions for clients; those with such authority belong in 52392. Code 52399 also excludes Investment Advice (52393), which provides customized financial planning and counseling, and excludes Miscellaneous Intermediation (52391), which acts as principals buying and selling financial contracts for their own account rather than as agents.