US Portfolio Management Industry-2010-final by BarnesReports

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     ARNES
U.S. Portfolio Management
Industry (NAICS 52392)


             n Market Reports

             n Industry Trends

             n Demographic Data




   Edition   2010
                      © C. Barnes & Co.
                 Portfolio Management Industry
                         (NAICS 52392)


                                    TABLE OF CONTENTS
         Users' Guide
         Industry Definition and Related Industries
         Industry Establishments, Sales & Employment Trends
         Industry Ratios
         Establishments, Firms & Payroll
         Sub-Industries - 2009 Estimated Industry Sales ($Millions)
         Sub-Industries - 2009 Estimated Number of Establishments
         Sub-Industries - 2009 Estimated Number of Employees
         5-Year Trend - Estimated Industry Sales ($Millions)
         5-Year Trend - Estimated Number of Establishments
         5-Year Trend - Estimated Number of Employees
         2010 U.S. States - Estimated Number of Establishments
         2010 U.S. States - Estimated Industry Sales ($Millions)
         2010 U.S. States - Estimated Number of Employees
         2011 U.S. States - Estimated Number of Establishments
         2011 U.S. States - Estimated Industry Sales ($Millions)
         2011 U.S. States - Estimated Number of Employees
         2010 U.S. Metropolitan Areas - Estimated Number of Establishments
         2010 U.S. Metropolitan Areas - Estimated Industry Sales ($Millions)
         2010 U.S. Metropolitan Areas - Estimated Number of Employees
         2011 U.S. Metropolitan Areas - Estimated Number of Establishments
         2011 U.S. Metropolitan Areas - Estimated Industry Sales ($Millions)
         2011 U.S. Metropolitan Areas - Estimated Number of Employees
         Definitions and Terms




© 2010 Barnes Reports: U.S. Portfolio Management Industry
                        Portfolio Management Industry
                                (NAICS 52392)

                                                    USERS' GUIDE
The Barnes Reports are the leading publications on U.S. industries and estimates and forecasts
on sales and employment demographics. As a way of making the most of this information, we have
included a few suggestions and tips to aid you in processing and using this information.

Managers, planners, and market researchers use this information for a variety of activities:
   • Sizing markets and segments – You can estimate the size of the regional markets you sell in
              and your company’s market penetration into that market. You can do the same with the market
              segments in which you participate.
   • Sales territory potential – You can estimate your market penetration and also the market potential
              in any regional area or market segment.
   • Sales forecasting – With the estimates on the size of the industry, market researchers supporting
              a sales force can then estimate and forecast the future size of the industry.
   • Advertising strategies – You can use this information for forecasting and estimating sales potential
              and target advertising campaigns.
   • Competitive analysis – You will use the information to locate your possible competitors (if it is
              not already known), to estimate their size, growth and strengths and weaknesses and to see what
              market segments in which they participate.

We recognize that many managers today are asked to provide detailed analysis of their markets,
sales territories, distribution channels, and product placements. We have organized these reports in a
logical format making your market analysis and research tasks easy to accomplish.




Copyright © 2010 By C. Barnes & Co.
Printed in USA

All rights reserved. This publication may not be reproduced, stored in any information or retrieval system
or transmitted in whole or in part, in any form or by any means - electronic, mechanical, photocopying,
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Note: Every effort has been made to verify and ensure the accuracy of the information within this
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     © 2010 Barnes Reports: U.S. Portfolio Management Industry
                    Portfolio Management Industry
                            (NAICS 52392)

Industry Definition and Related Industries

NAICS 52392: 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.

Related Industries
          Investment Advisers
          Securities Dealers
          Commercial Banking



U.S. Census Categories
NAICS 52392 – Portfolio Management is almost comparable to:
82% of SIC 6282 – Portfolio Management


Sub-Industries
Investment advice
Futures advisory service
Investment advisory service
Investment counselors
Investment research
Manager of mutual funds, contract or fee basis




   © 2010 Barnes Reports: U.S. Portfolio Management Industry
                              Portfolio Management Industry
                                      (NAICS 52392)

Industry Establishments, Sales & Employment Trends

                                                            Year                                  Percent Chg. Year-to-Year
                                   2007        2008         2009        2010         2011        07-08 08-09 09-10 10-11
Establishments                       15,456       16,128      15,400       15,741       15,668        4.3%        -4.5%        2.2%   -0.5%
Sales ($Millions)                    81,689       89,543      84,464       89,308       92,692        9.6%        -5.7%        5.7%   3.8%
Employment                          208,336     217,179      207,400      211,981     211,097         4.2%        -4.5%        2.2%   -0.4%




Industry Ratios

                                                            Year                                  Percent Chg. Year-to-Year
(Industry Averages) 2007 2008                               2009        2010         2011        07-08 08-09 09-10 10-11
Sales ($M)/Estab.       5.29    5.55                             5.48         5.67        5.92        5.0%        -1.2%        3.4%   4.3%
Sales ($)/Emp.       392,101 412,301                         407,253      421,301     439,098         5.2%        -1.2%        3.4%   4.2%
Emps. per Estab.        13.5    13.5                             13.5         13.5        13.5       -0.1%         0.0%        0.0%   0.0%




Establishments, Firms & Payroll

                                    Employee Size of Firm or Establishment
            2009                   1-4          5-9        10-19        20-99 100-499 500+                          Total
                                  Emps.        Emps.       Emps.        Emps. Emps. Emps.
Firms                                  8,849       2,024        1,101         865          237         247                   13,324
Establishments                       10,103        2,381        1,261       1,063          218           44                  15,397
Payroll ($000)                         1,332       1,790        2,493       7,714        7,330      17,207                   37,867


* Firms (total company) are represented by employee size of firm.
 Establishments (individual locations) are represented by employee size of establishments.
 "Total establishments" do not include "unknown employees" so will not match "total establishments" in other parts of the report.




      © 2010 Barnes Reports: U.S. Portfolio Management Industry
                   Portfolio Management Industry
                           (NAICS 52392)

Sub-Industries – 2009 Estimated Industry Sales ($Millions)

                                                              Total
                    Sub-Industries                            Sales
           Investment advice                                   $60,532.8
           Futures advisory service                                 $72.2
           Investment advisory service                         $21,650.4
           Investment counselors                                 $1,172.1
           Investment research                                     $226.4
           Manager of mutual funds, contract or                    $810.4




Sub-Industries – 2009 Estimated Number of Establishments

                                                              Total
                    Sub-Industries                       Establishments
           Investment advice                                       9,605
           Futures advisory service                                  103
           Investment advisory service                             4,764
           Investment counselors                                     714
           Investment research                                        99
           Manager of mutual funds, contract or                      115




Sub-Industries – 2009 Estimated Number of Employees

                                                              Total
                    Sub-Industries                        Employment
           Investment advice                                   104,628
           Futures advisory service                                929
           Investment advisory service                          76,288
           Investment counselors                                17,176
           Investment research                                   4,225
           Manager of mutual funds, contract or                  4,154




  © 2010 Barnes Reports: U.S. Portfolio Management Industry
                   Portfolio Management Industry
                           (NAICS 52392)

5-Year Trend – Estimated Industry Sales ($Millions)

                                        Employee Size of Establishment                                     Total
  Year     1-4        5-9       10-19     20-49     50-99     100-249 250-499 500-999 >1000        Un-      Industry
           Emps.      Emps.     Emps.     Emps.     Emps.     Emps. Emps. Emps. Emps.              known Sales
                                                                                                   Emps.
  2007        3,042     3,585     5,064     8,438     6,125    12,198   15,250    9,000   16,150      2,838     81,689
  2008        3,336     3,931     5,553     9,252     6,716    13,375   16,722    9,869   17,709      3,082     89,543
  2009        3,146     3,708     5,238     8,727     6,335    12,616   15,773    9,309   16,704      2,910     84,464
  2010        3,327     3,921     5,538     9,228     6,698    13,340   16,678    9,843   17,662      3,075     89,308
  2011        3,452     4,069     5,747     9,576     6,951    13,843   17,307   10,214   18,328      3,206     92,692


5-Year Trend – Estimated Number of Establishments

                                        Employee Size of Establishment                                     Total
  Year     1-4        5-9       10-19     20-49     50-99     100-249 250-499 500-999 >1000        Un-     Establish-
           Emps.      Emps.     Emps.     Emps.     Emps.     Emps. Emps. Emps. Emps.              known ments
                                                                                                   Emps.
  2007       10,140     2,390     1,266      796       271        158      61       25       19        330     15,456
  2008       10,581     2,494     1,321      831       283        165      64       26       20        344     16,125
  2009       10,103     2,381     1,261      793       270        157      61       25       19        329     15,397
  2010       10,327     2,434     1,289      811       276        161      62       25       19        336     15,738
  2011       10,279     2,423     1,283      807       275        160      62       25       19        335     15,667


5-Year Trend – Estimated Number of Employees

                                        Employee Size of Establishment                                     Total
  Year     1-4        5-9       10-19     20-49     50-99     100-249 250-499 500-999 >1000        Un-      Employ-
           Emps.      Emps.     Emps.     Emps.     Emps.     Emps. Emps. Emps. Emps.              known ment
                                                                                                   Emps.
  2007       30,420    14,340    17,724    26,268    17,886    24,490   20,313   16,300   19,475     21,120   208,336
  2008       31,742    14,963    18,495    27,410    18,664    25,555   21,196   17,009   20,322     21,824   217,179
  2009       30,310    14,288    17,660    26,173    17,821    24,401   20,239   16,241   19,404     20,864   207,400
  2010       30,981    14,604    18,051    26,752    18,216    24,942   20,688   16,601   19,834     21,312   211,981
  2011       30,837    14,537    17,967    26,628    18,131    24,826   20,592   16,524   19,742     21,312   211,097




  © 2010 Barnes Reports: U.S. Portfolio Management Industry
                        Portfolio Management Industry
                                (NAICS 52392)

                U.S. States – Estimated Number of Establishments
                                    Year: 2010

                                          Employee Size of Establishment                                    Total
Area Name 1-4            5-9      10-19    20-49     50-99    100-249 250-499 500-999 >1000       Un-     Estab-lish-
                Emps.    Emps.    Emps.    Emps.     Emps.    Emps. Emps. Emps. Emps.             known ments
                                                                                                  Emps.
U.S. Total       10327     2434     1289       811      276       161      62     25      19          336     15738
Alabama             68       11        6         4        0         1       0      0       0            2         93
Alaska               8        5        1         0        1         0       0      0       0            0         15
Arizona            187       31        9         7        1         3       1      0       0            5        244
Arkansas            43       11        3         1        0         0       0      0  
								
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