NAICS 523940 · Finance and Insurance

NAICS 523940

641 active contractors list NAICS 523940 in SAM.gov; 481 are small under its SBA size standard and 183 list it as their primary NAICS.

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Search with filters Small businesses only

Active contractors: 641
Small under 523940SBA size standard for this code: 481
Primary NAICSTheir main line of business: 183
Hidden registrationsExcluded, expired or inactive: 12

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Live RFPs in this NAICS
Open SAM.gov solicitations coded 523940, matched to teaming partners.
Expiring awards
Incumbent contracts in 523940 heading to recompete in the next 18 months.
Small under 523940
Partners SAM.gov lists as small under this code: the size check a set-aside uses.

Size is NAICS-specific: a firm can be small under one code and other than small under another. Learn more about small business set-asides

Contractors listing NAICS 523940

Claimed profiles come first by membership level, then companies with 523940 as their primary NAICS, then federal obligations over the last 36 months. SPRS shows the highest blind bracket met, never the score. Learn more about blind SPRS brackets

12 registrations hidden because they are excluded, expired or inactive in SAM.gov. Include them

Showing 101–120 of 641 contractors

MBS MANTRA LLC
UEIMPPGBMHPKA15CAGE9RJT4
Location: STAMFORD, CTSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
MEKETA INVESTMENT GROUP INC
UEILMEANH766L39CAGE6WSL2
Location: WESTWOOD, MA
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
METLIFE INVESTMENT MANAGEMENT, LLC
UEIK4DFD8MBZ2P5CAGE18CZ1
Location: WHIPPANY, NJ
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
MONEY CONCEPTS INTERNATIONAL, INC
DBA FEDERAL BENEFITS ACADEMY
UEIP6ECQ7GHV5L7CAGE11X63
Location: PALM BEACH GARDENS, FLSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
MTL VAULT MANAGEMENT, LLC
DBA MTL VAULT
UEIKJBRRLSE78W5CAGE22UZ7
Location: CARLSBAD, CASocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
MULTNOMAH GROUP, INC.
UEIN9YMJMX525F3CAGE7VM05
Location: PORTLAND, ORSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NED DAVIS RESEARCH, INC.
UEING89Z8V84N25CAGE16AG1
Location: SARASOTA, FL
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
UEIZFP7D6CLU8N3CAGE65EG1
Location: CHICAGO, IL
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NEW CENTURY ADVISORS LLC
UEIXJ7KJADLWF68CAGE7M2L7
Location: CHEVY CHASE, MDSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NEW LEAF CLIMATE PARTNERS LLC
UEIFXVHURKN9RM1CAGE9PWL0
Location: LINCOLN PARK, NJSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NEXPOINT ADVISORS, L.P
UEISCHJVMZV78Y1CAGE16JF5
Location: DALLAS, TX
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NEXUS ENERGY NETWORK LLC
UEIWUE9CJ7GGA23CAGE9LWA6
Location: CHICAGO, ILSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NINETY ONE NORTH AMERICA, INC.
UEINU1ZXK7GC3N3CAGE7FMD0
Location: NEW YORK, NY
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NISA INVESTMENT ADVISORS LLC
UEIT5WNHG46BDN7CAGE3UWF8
Location: SAINT LOUIS, MO
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NISA, LLC
UEIF5MGMN9LHRG5CAGE7YNG1
Location: CLAYTON, MO
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NOFAL FINANCIAL GROUP LLC
DBA NOFAL INSURANCE AND WEALTH
UEIL767ZC1HNM86CAGE1EUC5
Location: BRENTWOOD, TNSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NORTH PIER FIDUCIARY MANAGEMENT, LLC
UEIXZKLESGEFG34CAGE6YU00
Location: MARINA DEL REY, CASocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
NUMERIC INVESTORS LLC
UEIR6FMTC2CC273CAGE15RG5
Location: BOSTON, MA
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
PATRICK WAYNE KLESEL
UEIX3PHHF6KHPH5CAGE225U2
Location: PARKERSBURG, WVSocio-economic status (SAM.gov): SB
Primary NAICSSmall under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file
PAYDEN & RYGEL
UEIFA7TVGRNWPL3CAGE159J6
Location: LOS ANGELES, CA
Primary NAICSNot listed as small under 523940
CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9).
No compliance data on file
SAM activeObligated, 36 mo: None on file

Contractors listing NAICS 523940, page 6 of 33
Company	This code	Compliance	SAM.gov	Obligated, 36 mo
MBS MANTRA LLC UEIMPPGBMHPKA15CAGE9RJT4 Location: STAMFORD, CTSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
MEKETA INVESTMENT GROUP INC UEILMEANH766L39CAGE6WSL2 Location: WESTWOOD, MA	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
METLIFE INVESTMENT MANAGEMENT, LLC UEIK4DFD8MBZ2P5CAGE18CZ1 Location: WHIPPANY, NJ	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
MONEY CONCEPTS INTERNATIONAL, INC DBA FEDERAL BENEFITS ACADEMY UEIP6ECQ7GHV5L7CAGE11X63 Location: PALM BEACH GARDENS, FLSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
MTL VAULT MANAGEMENT, LLC DBA MTL VAULT UEIKJBRRLSE78W5CAGE22UZ7 Location: CARLSBAD, CASocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
MULTNOMAH GROUP, INC. UEIN9YMJMX525F3CAGE7VM05 Location: PORTLAND, ORSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NED DAVIS RESEARCH, INC. UEING89Z8V84N25CAGE16AG1 Location: SARASOTA, FL	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NEUBERGER BERMAN INVESTMENT ADVISERS LLC UEIZFP7D6CLU8N3CAGE65EG1 Location: CHICAGO, IL	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NEW CENTURY ADVISORS LLC UEIXJ7KJADLWF68CAGE7M2L7 Location: CHEVY CHASE, MDSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NEW LEAF CLIMATE PARTNERS LLC UEIFXVHURKN9RM1CAGE9PWL0 Location: LINCOLN PARK, NJSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NEXPOINT ADVISORS, L.P UEISCHJVMZV78Y1CAGE16JF5 Location: DALLAS, TX	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NEXUS ENERGY NETWORK LLC UEIWUE9CJ7GGA23CAGE9LWA6 Location: CHICAGO, ILSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NINETY ONE NORTH AMERICA, INC. UEINU1ZXK7GC3N3CAGE7FMD0 Location: NEW YORK, NY	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NISA INVESTMENT ADVISORS LLC UEIT5WNHG46BDN7CAGE3UWF8 Location: SAINT LOUIS, MO	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NISA, LLC UEIF5MGMN9LHRG5CAGE7YNG1 Location: CLAYTON, MO	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NOFAL FINANCIAL GROUP LLC DBA NOFAL INSURANCE AND WEALTH UEIL767ZC1HNM86CAGE1EUC5 Location: BRENTWOOD, TNSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NORTH PIER FIDUCIARY MANAGEMENT, LLC UEIXZKLESGEFG34CAGE6YU00 Location: MARINA DEL REY, CASocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
NUMERIC INVESTORS LLC UEIR6FMTC2CC273CAGE15RG5 Location: BOSTON, MA	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
PATRICK WAYNE KLESEL UEIX3PHHF6KHPH5CAGE225U2 Location: PARKERSBURG, WVSocio-economic status (SAM.gov): SB	Primary NAICSSmall under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file
PAYDEN & RYGEL UEIFA7TVGRNWPL3CAGE159J6 Location: LOS ANGELES, CA	Primary NAICSNot listed as small under 523940	CMMCNo CMMCSPRSNoneFacility clearance: visible to paid members. Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). No compliance data on file	SAM active	None on file

Codes these contractors list most often alongside 523940: natural teaming adjacencies.

NAICS 523940

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Contractors listing NAICS 523940

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