Needham Advisory Corporation

Needham Advisory Corporation (CRD# 105378) is a financial advisory firm headquartered in North Andover, MA. They manage $92,156,539 in 232 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
861 Turnpike Street, Unit 226, North Andover, MA 01845
http://www.needhamadvisory.com
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $397,226
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Needham Advisory Corporation
Showing 1 - 2 of 2 top financial advisors.
1
George Kimball, financial advisor North Andover MA
George J. Kimball
CRD#: 1108380
861 Turnpike Street, Unit 226, North Andover, MA 01845

George Kimball (CRD# 1108380) is an Investment Advisor Representative working at Needham Advisory Corporation in North Andover, MA and has over 17 years of experience in the finance industry.

2
Robert Needham, financial advisor North Andover MA
Robert B. Needham
CRD#: 2569173
861 Turnpike St, North Andover, MA 01845

Robert Needham (CRD# 2569173) is an Investment Advisor Representative working at Needham Advisory Corporation in North Andover, MA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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