NAICS 523930: Vendors that win government contracts in this category are 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.

Examples:

  • Financial Investment Advice Services, Customized, Fees Paid By Client
  • Financial Planning Services, Customized, Fees Paid By Client
  • Investment Advisory Services, Customized, Fees Paid By Client

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