NEEDHAM ADVISORY CORPORATION
  • NEEDHAM ADVISORY CORPORATION
  • NEEDHAM ADVISORY CORP.
  • NEEDHAM R B ADVISORY CORP
  • R. B. NEEDHAM ADVISORY CORP.

Adviser Profile

As of Date 04/23/2025
Registration status Registration Changed to NEEDHAM R B ADVISORY CORP
ADV Location NORTH ANDOVER, MA, United States
Contact Info 978 xxxxxxx
Websites
AUM* 100,180,105 9%
of that, discretionary 87,196,835 50%
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 403,952 2%
% High Net Worth 18.60% 142%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WARREN AVERETT Filing Date01/27/2025 Form ADV-E View Report
Accounting Firm Name WARREN AVERETT, LLC Filing Date04/03/2024 Form ADV-E View Report
Accounting Firm Name WARREN AVERETT Filing Date03/07/2024 Form ADV-E View Report
Accounting Firm Name WARREN AVERETT LLC Filing Date10/30/2023 Form ADV-E View Report