This industry comprises establishments 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.
Illustrative Examples:
Financial investment advice services, customized, fees paid by client
Investment advisory services, customized, fees paid by client
Financial planning services, customized, fees paid by client
| Average Jobs Employed | 3 | |
| Average Loan Given | $51,348 | |
| Number of Loans Given | 23666 | |
| Total Amount Loaned | $1,215,210,168 |
Establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or the sale of stocks, bonds, annuities, and real estate, are classified according to their primary activity.