NAICS 525920 Trusts, Estates, and Agency Accounts

NAICS Code: 525920

Code Title: Trusts, Estates, and Agency Accounts

Code Sector: 52 - Finance and Insurance

NAICS 525920 Trusts, Estates, and Agency Accounts Description

This industry comprises legal entities, trusts, estates, or agency accounts, administered on behalf of the beneficiaries under the terms of a trust agreement, will, or agency agreement.


Illustrative Examples

Bankruptcy estates Private estates (i.e., administering on behalf of beneficiaries) Personal investment trusts Testamentary trusts

Cross References

Establishments primarily engaged in--
  • Managing portfolios of trusts--are classified in Industry 523920, Portfolio Management;
  • Administering personal estates--are classified in U.S. Industry 523991, Trust, Fiduciary, and Custody Activities;
  • Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business operated.

Alternate Titles

  • Bankruptcy estates
  • Personal estates (i.e., managing assets)
  • Personal investment trusts
  • Personal trusts
  • Private estates (i.e., administering on behalf of beneficiaries)
  • Settlement trust funds
  • Testamentary trusts
  • Trusts, estates, and agency accounts

NAICS 525920 Crosswalk

Crosswalk between the North American Industry Classification System (NAICS) and Standard Industrial Classification System (SIC) --

Crosswalk between the North American Industry Classification System (NAICS) and International Standard Industrial Classification of All Economic Activities Code Revision 4.0 --

  • ISIC 6430 - Trusts, funds and similar financial entities