Needham Advisory Corporation
Needham Advisory Corporation is an SEC-registered mass-market adviser in North Andover, MA with $102.4M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Needham Advisory Corporation: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105378, SEC 801-132495, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $102.4M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- North Andover, MA
- Employees
- 5
- Clients
- 145
- CRD
- 105378
- Ownership
- NEEDHAM, ROBERT, B; NEEDHAM, ROBERT; KIMBALL, GEORGE, JONES
How much AUM does Needham Advisory Corporation have?
Needham Advisory Corporation reported $102.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Needham Advisory Corporation?
Disclosed owners and executives of Needham Advisory Corporation include NEEDHAM, ROBERT, B, NEEDHAM, ROBERT, KIMBALL, GEORGE, JONES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.