Needham Advisory Corporation

Needham Advisory Corporation (CRD# 105378) is a financial advisory firm headquartered in North Andover, MA. They manage $86,249,281 in 221 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $390,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Needham Advisory Corporation
Showing 1 - 2 of 2 top financial advisors.
1
George J. Kimball
CRD#: 1108380
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 13 years of experience in the finance industry.

2
Robert B. Needham
CRD#: 2569173
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 25 years of experience in the finance industry.

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