Industry Statistics Sampler: NAICS 523920

Industry Statistics Sampler:
NAICS 523920
Portfolio management

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2002 Economic Census Industry Series Report

Industry Series data are preliminary and are subject to change; they will be superseded by data released in later reports. Data are released in American FactFinder biweekly and may lag availability in PDF by up to four weeks. Data are released on DVD-ROM quarterly starting in January and may lag availability in PDF by up to four months.

2002 NAICS	Report title	Report number	Release date (PDF)	Full report		Tables only
2002 NAICS	Report title	Report number	Release date (PDF)	Link to PDF	Size in kb	Link to PDF	Size in kb
5239	Financial Investment Activities	EC02-52I-05	10/29/2004		421		241

NAICS Hierarchy: 1997

Introductory text includes scope and methodology. For descriptions of column headings and rows (industries), click on the appropriate underlined element in the table.

Indus-
try
Detail NAICS
code NAICS Title
(and link to definition) Estab-
lish-
ments Revenue
($1,000) Annual
payroll
($1,000) Paid
employees

52 Finance & insurance 395,203 2,197,771,283 264,551,401 5,835,214

523 Securities intermediation & related activities 54,491 274,986,724 71,281,305 706,053

5239 Other financial investment activities 28,412 76,669,183 20,857,059 250,136

52392 Portfolio management 10,888 43,642,899 13,532,909 123,971

523920 Portfolio management 10,888 43,642,899 13,532,909 123,971

NAICS code	NAICS Title (and link to definition)	Estab- lish- ments	Revenue ($1,000)	Annual payroll ($1,000)	Paid employees
52	Finance & insurance	395,203	2,197,771,283	264,551,401	5,835,214
523	Securities intermediation & related activities	54,491	274,986,724	71,281,305	706,053
5239	Other financial investment activities	28,412	76,669,183	20,857,059	250,136
52392	Portfolio management	10,888	43,642,899	13,532,909	123,971
523920	Portfolio management	10,888	43,642,899	13,532,909	123,971

Table includes only establishments with payroll.

NAICS 523920: Portfolio Management . This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis. Establishments in this industry have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.

Historical Comparability - Bridge Between NAICS and SIC
Figures to the left of SIC codes indicate the percent of SIC receipts represented by that part; and link to a complementary table where other parts of the SIC are shown.

NAICS SIC Description Estab-
lish-
ments Revenue
($1,000) Paid
employees Annual
payroll
($1,000)

523920 Not Comparable Portfolio management 10,888 43,642,899 123,971 13,532,909

82% of 6282
Portfolio management
10,799 43,543,140 123,307 13,507,686

13% of 6733
Mgt of trust investment portfolios (exc ed relig & charitable)
77 76,537 621 18,169

0% of 6799
Commodity contract pool operators
12 23,222 43 7,054

NAICS	SIC	Description	Estab- lish- ments	Revenue ($1,000)	Paid employees	Annual payroll ($1,000)
523920		Portfolio management	10,888	43,642,899	123,971	13,532,909
82% of	6282	Portfolio management	10,799	43,543,140	123,307	13,507,686
13% of	6733	Mgt of trust investment portfolios (exc ed relig & charitable)	77	76,537	621	18,169
0% of	6799	Commodity contract pool operators	12	23,222	43	7,054

Comparative Statistics for 4-digit SICs: 1997 and 1992

Data are in current dollars and have not been adjusted for inflation. Introductory text includes methodology. Comparative statistics are also available for other industries. For descriptions of column headings and rows (SIC industries), click on the appropriate underlined element in the table.

SIC 1987 SIC Description Year Establishments Revenue
($1,000) Annual payroll
($1,000) Paid employees

6282 Investment advice 1997 18,606 52,941,048 16,705,075 166,236
1992 11,520 14,806,374 5,845,771 68,763
% chg 61.5 257.6 185.8 141.8

6733 Trusts, except educational, religious, and charitable 1997 1,424 601,315 187,730 7,887
1992 N N N N
% chg N N N N

679 Miscellaneous investing 1997 10,714 43,322,701 4,020,317 90,625
1992 9,117 18,356,766 2,188,896 48,831
% chg 17.5 136.0 83.7 85.6

N=Not comparable

SIC	1987 SIC Description	Year	Establishments	Revenue ($1,000)	Annual payroll ($1,000)	Paid employees
6282	Investment advice	1997	18,606	52,941,048	16,705,075	166,236
1992	11,520	14,806,374	5,845,771	68,763
% chg	61.5	257.6	185.8	141.8
6733	Trusts, except educational, religious, and charitable	1997	1,424	601,315	187,730	7,887
1992	N	N	N	N
% chg	N	N	N	N
679	Miscellaneous investing	1997	10,714	43,322,701	4,020,317	90,625
1992	9,117	18,356,766	2,188,896	48,831
% chg	17.5	136.0	83.7	85.6

Geographic Distribution -- Portfolio management: 1997

Data for the Finance & insurance sector are published for the U.S., states and metropolitan areas

For descriptions of column headings and rows (industries), click on the appropriate underlined element in the table.

Other
Indus-
tries State Estab-
lish-
ments Revenue
($1,000) Revenue
% of
U.S. Annual
payroll
($1,000) Paid
employees

United States 10,888 43,642,899 100.00 13,532,909 123,971

New York 1,399 11,013,491 25.24 3,459,071 21,070

Massachusetts 531 7,326,109 16.79 2,018,721 19,370

California 1,600 5,423,009 12.43 1,826,168 14,148

Pennsylvania 436 2,407,187 5.52 803,511 11,445

Minnesota 220 2,222,844 5.09 522,979 6,574

Texas 736 2,127,438 4.87 645,417 6,469

Illinois 578 1,992,366 4.57 687,897 6,206

Connecticut 356 1,859,289 4.26 633,271 3,926

Florida 581 1,166,899 2.67 344,853 4,707

New Jersey 381 973,577 2.23 288,853 2,428

Maryland 209 939,896 2.15 264,188 3,108

Colorado 315 879,951 2.02 205,684 2,122

Georgia 274 692,303 1.59 201,373 2,382

Ohio 320 501,224 1.15 190,589 2,376

Wisconsin 144 438,005 1.00 164,889 1,711

Virginia 241 373,593 0.86 134,040 1,324

Washington 239 272,702 0.62 104,391 1,645

Missouri 145 255,104 0.58 85,661 1,155

Michigan 227 253,349 0.58 86,079 1,238

Tennessee 140 220,499 0.51 120,675 678

Oregon 106 200,554 0.46 88,358 1,107

Iowa 62 196,044 0.45 26,883 267

Wyoming 16 189,335 0.43 13,862 79

Indiana 124 169,505 0.39 63,630 757

North Carolina 168 153,730 0.35 61,406 817

Kansas 81 144,065 0.33 43,803 521

New Mexico 39 117,599 0.27 25,001 332

Kentucky 57 103,944 0.24 43,267 473

Arizona 162 88,841 0.20 28,570 654

Nevada 114 67,151 0.15 18,134 250

North Dakota 9 47,014 0.11 9,207 (100-249)

Maine 40 42,632 0.10 20,163 281

Louisiana 78 41,900 0.10 18,668 437

Rhode Island 41 40,208 0.09 13,063 216

Nebraska 56 35,628 0.08 13,587 237

Alabama 62 34,891 0.08 15,220 248

New Hampshire 67 34,714 0.08 18,543 191

Oklahoma 68 33,933 0.08 10,308 190

South Carolina 49 33,529 0.08 10,067 159

Utah 63 30,365 0.07 14,936 224

Hawaii 31 23,488 0.05 6,930 98

Mississippi 37 19,284 0.04 5,911 123

Vermont 28 17,720 0.04 8,026 128

Arkansas 40 15,792 0.04 5,601 121

Alaska 12 15,772 0.04 6,719 69

Idaho 29 10,793 0.02 3,867 84

All other states, including those below 177 395,633 0.91 150,869 1,826

Delaware 78 D D (1000-2499)

District of Columbia 59 D D (250-499)

Montana 15 D D (20-99)

West Virginia 14 D D (20-99)

South Dakota 11 D D (1-19)

State	Estab- lish- ments	Revenue ($1,000)	Revenue % of U.S.	Annual payroll ($1,000)	Paid employees
United States	10,888	43,642,899	100.00	13,532,909	123,971
New York	1,399	11,013,491	25.24	3,459,071	21,070
Massachusetts	531	7,326,109	16.79	2,018,721	19,370
California	1,600	5,423,009	12.43	1,826,168	14,148
Pennsylvania	436	2,407,187	5.52	803,511	11,445
Minnesota	220	2,222,844	5.09	522,979	6,574
Texas	736	2,127,438	4.87	645,417	6,469
Illinois	578	1,992,366	4.57	687,897	6,206
Connecticut	356	1,859,289	4.26	633,271	3,926
Florida	581	1,166,899	2.67	344,853	4,707
New Jersey	381	973,577	2.23	288,853	2,428
Maryland	209	939,896	2.15	264,188	3,108
Colorado	315	879,951	2.02	205,684	2,122
Georgia	274	692,303	1.59	201,373	2,382
Ohio	320	501,224	1.15	190,589	2,376
Wisconsin	144	438,005	1.00	164,889	1,711
Virginia	241	373,593	0.86	134,040	1,324
Washington	239	272,702	0.62	104,391	1,645
Missouri	145	255,104	0.58	85,661	1,155
Michigan	227	253,349	0.58	86,079	1,238
Tennessee	140	220,499	0.51	120,675	678
Oregon	106	200,554	0.46	88,358	1,107
Iowa	62	196,044	0.45	26,883	267
Wyoming	16	189,335	0.43	13,862	79
Indiana	124	169,505	0.39	63,630	757
North Carolina	168	153,730	0.35	61,406	817
Kansas	81	144,065	0.33	43,803	521
New Mexico	39	117,599	0.27	25,001	332
Kentucky	57	103,944	0.24	43,267	473
Arizona	162	88,841	0.20	28,570	654
Nevada	114	67,151	0.15	18,134	250
North Dakota	9	47,014	0.11	9,207	(100-249)
Maine	40	42,632	0.10	20,163	281
Louisiana	78	41,900	0.10	18,668	437
Rhode Island	41	40,208	0.09	13,063	216
Nebraska	56	35,628	0.08	13,587	237
Alabama	62	34,891	0.08	15,220	248
New Hampshire	67	34,714	0.08	18,543	191
Oklahoma	68	33,933	0.08	10,308	190
South Carolina	49	33,529	0.08	10,067	159
Utah	63	30,365	0.07	14,936	224
Hawaii	31	23,488	0.05	6,930	98
Mississippi	37	19,284	0.04	5,911	123
Vermont	28	17,720	0.04	8,026	128
Arkansas	40	15,792	0.04	5,601	121
Alaska	12	15,772	0.04	6,719	69
Idaho	29	10,793	0.02	3,867	84
All other states, including those below	177	395,633	0.91	150,869	1,826
Delaware	78	D		D	(1000-2499)
District of Columbia	59	D		D	(250-499)
Montana	15	D		D	(20-99)
West Virginia	14	D		D	(20-99)
South Dakota	11	D		D	(1-19)

D = Withheld to avoid disclosure; N = Not available

Other Data from the 1997 Economic Census

Hypertext
tables Link
to pdf Series number Title Contents

EC97F52S-LS Source of Revenue Includes revenue by industry by source or type of revenue for the U.S.

EC97F52S-SZ Establishment and Firm Size Includes firms by revenue size, employment size, legal form of organization, number of units, and concentration in the largest companies for the U.S. Also includes establishments by revenue size and by employment size for the U.S.

EC97F52S-SB Miscellaneous Subjects Includes topics that vary from industry to industry

EC97F52S-SM Summary Republication of key tables from other reports

EC97X-CS3 Bridge Between NAICS and SIC (national only) Defines comparability of individual industries.

EC97X-CS2 Comparative Statistics (U.S. and states) 1997 and 1992 data side by side on a comparable SIC basis

EC97X-CS4 Nonemployer Statistics (U.S., states, counties, metros) Nonemployers account for 63 % of establishments and 1.7 % of receipts in this sector, but are excluded from the reports above.

Series number	Title	Contents
EC97F52S-LS	Source of Revenue	Includes revenue by industry by source or type of revenue for the U.S.
EC97F52S-SZ	Establishment and Firm Size	Includes firms by revenue size, employment size, legal form of organization, number of units, and concentration in the largest companies for the U.S. Also includes establishments by revenue size and by employment size for the U.S.
EC97F52S-SB	Miscellaneous Subjects	Includes topics that vary from industry to industry
EC97F52S-SM	Summary	Republication of key tables from other reports
EC97X-CS3	Bridge Between NAICS and SIC (national only)	Defines comparability of individual industries.
EC97X-CS2	Comparative Statistics (U.S. and states)	1997 and 1992 data side by side on a comparable SIC basis
EC97X-CS4	Nonemployer Statistics (U.S., states, counties, metros)	Nonemployers account for 63 % of establishments and 1.7 % of receipts in this sector, but are excluded from the reports above.

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2002 Economic Census

2002 Questionnaire

FI-52360 Securities and commodity contracts intermediation and brokerage and other financial investment activities

Data from the Other Census Bureau Programs

Hypertext Tables Title (with link to data) Frequency Smallest Geography Contents

County Business Patterns Annual County, metro area, ZIP Employees; payroll; number of establishments by employment size of establishment

Statistics of U.S. Businesses Annual State, metro area Number of firms, employees, payroll, and revenue by employment-size of the enterprise

Hypertext Tables	Title (with link to data)	Frequency	Smallest Geography	Contents
	County Business Patterns	Annual	County, metro area, ZIP	Employees; payroll; number of establishments by employment size of establishment
	Statistics of U.S. Businesses	Annual	State, metro area	Number of firms, employees, payroll, and revenue by employment-size of the enterprise

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Source: 1997 Economic Census

Last revised: December 02 2004 Questions?

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