TREW ADVISORS LLC

Insurance Agencies and Brokerages

Establishments in this category are primarly engaged in acting as agents (i.e., brokers) in selling annuities and insurance policies.

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds

This includes establishments primarily engaged in providing pharmacy benefit management (PBM) services and other third party administration services of insurance and pension funds, such as claims processing and other administrative services to insurance carriers, employee benefit plans, and self-insurance funds.

Other Accounting Services

This includes establishments (except offices of CPAs) engaged in providing accounting services (except tax return preparation services only or payroll services only). These establishments may also provide tax return preparation or payroll services. Accountant (except CPA) offices, bookkeeper offices, and billing offices are included in this industry.

Administrative Management and General Management Consulting Services

This includes establishments primarily engaged in providing operating advice and assistance to businesses and other organizations on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, site selection, new business start-up, and business process improvement. This industry also includes establishments of general management consultants that provide a full range of administrative, human resource, marketing, process, physical distribution, logistics, or other management consulting services to clients.

Illustrative Examples:

Administrative management consulting services
Financial management (except investment advice) consulting services
General management consulting services
Site selection consulting services
Strategic planning consulting services