Miscellaneous Financial Investment Activities
Key Figures
Figures are published for NAICS 523999 directly.
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Official definition
This U.S. industry comprises establishments primarily engaged in acting as agents and/or brokers (except securities brokerages and commodity contracts brokerages) in buying or selling financial contracts and those providing financial investment services (except securities and commodity exchanges; portfolio management; investment advice; and trust, fiduciary, and custody services) on a fee or commission basis.
Source: US Census Bureau, 2017 NAICS Definitions. Public domain.
Illustrative examples
- Exchange clearinghouses, commodities or securities
- Stock quotation services
- Gas lease brokers' offices
Which code does this activity belong in?
Code 523999 covers financial agents and brokers who facilitate transactions in financial contracts and provide related investment services, excluding the specialized functions of trust and fiduciary operations. Establishments providing trust, fiduciary, and custody services, such as bank trust offices and escrow agencies, are classified in Trust, Fiduciary, and Custody Activities instead. The boundary distinguishes between facilitating financial transactions on behalf of clients versus holding assets or managing affairs in a fiduciary capacity.