Overview
Assets Under Management: $102 million
Headquarters: NORTH ANDOVER, MA
High-Net-Worth Clients: 32
Average Client Assets: $2.0 million
Frequently Asked Questions
NEEDHAM ADVISORY CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #105378), NEEDHAM ADVISORY CORPORATION is subject to fiduciary duty under federal law.
NEEDHAM ADVISORY CORPORATION is headquartered in NORTH ANDOVER, MA.
NEEDHAM ADVISORY CORPORATION serves 32 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, NEEDHAM ADVISORY CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
NEEDHAM ADVISORY CORPORATION manages $102 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, NEEDHAM ADVISORY CORPORATION serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.73%
Average Client Assets: $2.0 million
Total Client Accounts: 244
Discretionary Accounts: 201
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 105378
Filing ID: 2065603
Last Filing Date: 2026-03-04 18:21:44