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NEEDHAM ADVISORY CORPORATION
NEEDHAM R B ADVISORY CORP
CRD 105378 · SEC 801-132495
861 TURNPIKE STREET, UNIT 226, NORTH ANDOVER, MA, 01845, United States
Phone
978 681-8821
Fax
978 685-8000
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$102.4M
Discretionary AUM
$80.1M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $27.8M |
| High net worth individuals | 32 | $63.2M |
| Charitable organizations | 2 | $11.4M |
States served
MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD