525920 - Trusts, Estates, and Agency Accounts

Top Businesses by Annual Sales for 525920 – Click for Complete Profiles:

Alaska Permanent Fund Corp	Western Cnfrnce Tmsters Pnsion
Wea Insurance Corporation	Summer St Capitl Partners LLC
Wynnchurch Capital Ltd	Millennium Trust Company LLC
Charles Lynn Schstrman Fmly FN	Reverse Mortgage Inv Tr Inc
Moelis & Company LLC	Southern Cal Pipe Trades ADM

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; and
• Operating businesses of trusts and bankruptcy estates--are classified according to the kind of business operated.

2007 NAICS	2012 NAICS	2017 NAICS	Index Entries for 525920
525920	525920	525920	Bankruptcy estates
525920	525920	525920	Personal estates (i.e., managing assets)
525920	525920	525920	Personal investment trusts
525920	525920	525920	Personal trusts
525920	525920	525920	Private estates (i.e., administering on behalf of beneficiaries)
525920	525920	525920	Settlement trust funds
525920	525920	525920	Testamentary trusts
525920	525920	525920	Trusts, estates, and agency accounts