NAICS code 525 - Funds, Trusts, and Other Financial Vehicles

Basic Industry Description for NAICS Code 525

Industries in the Funds, Trusts, and Other Financial Vehicles subsector are comprised of legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other property income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities.

Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises.

Numbers of Companies in FINTEL Data	157
Numbers of Small or Large Companies	39
Small Companies - in Net Sales less than	$747,182
Large Companies - in Net Sales above	$21,908,034

Reliable Industry Metrics for
NAICS Code 525 - just $ 79

Quick Ratio = 0.86

Our Report Content

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