NAICS 523940
Portfolio Management and Investment Advice
RampedUp holds 12,878 professional profiles classified to 2022 NAICS 523940 as of the build — 0.0% of all profiles carrying a NAICS classification. Of those, 4,909 carry a professional email address and 1,555 carry a mobile number. Ranked #249 of 370 codes.
What NAICS 523940 covers
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Illustrative Examples: Financial planning services, customized, fees paid by client Investment advisory services, customized, fees paid by client Managing trusts Portfolio fund managing Cross-References.
Official 2022 NAICS definition. Sector 52 — Finance and Insurance. Mapped in the RampedUp taxonomy to Investment Advice.
What the records carry
Field coverage for NAICS 523940, August 2026 build.
| Field on the record | Records | Share of 523940 | Share across all NAICS |
|---|---|---|---|
| Professional email | 4,909 | 38.1% | 50.8% |
| Personal email | 1,991 | 15.5% | 16.0% |
| Phone (any) | 7,835 | 60.8% | 89.3% |
| Mobile number | 1,555 | 12.1% | 13.4% |
| Primary contact record | 10,555 | 82.0% | 63.9% |
| All five present on one record | 337 | 2.6% | 4.5% |
Counts come from the RampedUp August 2026 build. RampedUp's crosswalk maps each 6-digit 2022 NAICS code to exactly one industry in its own taxonomy, so this is that industry's population viewed under the NAICS classification — not a separate tally.
Comparable NAICS codes
The codes ranked either side of 523940 by profile count.
Questions about NAICS 523940
What is NAICS code 523940?
523940 — Portfolio Management and Investment Advice. This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Illustrative Examples: Financial planning services, customized, fees paid by client Investment advisory services, customized, fees paid by client Managing trusts Portfolio fund managing Cross-References.
How many contacts does RampedUp have for NAICS 523940?
12,878 professional profiles as of the August 2026 build, which is 0.0% of all profiles carrying a NAICS classification. Counts come from the RampedUp August 2026 build. RampedUp's crosswalk maps each 6-digit 2022 NAICS code to exactly one industry in its own taxonomy, so this is that industry's population viewed under the NAICS classification — not a separate tally.
What contact details are available for NAICS 523940?
4,909 records carry a professional email address (38.1%), 1,991 a personal email address, 7,835 a phone number and 1,555 a mobile number.
Need this cross-filtered?
Exact counts for NAICS 523940 on its own. For this code combined with a title level, company size or a required field, ask and we will run it against the live file.