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Needham R B Advisory Corp

● SEC registered since 2025CRD 105378SEC# 801-132495North Andover, MA
Export (members)
Reg. AUM
$100.2M
Employees
5
Accounts
248
Location
North Andover, MA

Needham R B Advisory Corp assets under management

Needham R B Advisory Corp operates as an SEC-registered investment adviser based in North Andover, MA. The firm has been registered since 2025. It reports $100.2 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/needham-advisoryView on SEC.gov ↗

Needham R B Advisory Corp owners & executives

2 reported
NameTitleOwnershipSince
George Jones Kimball ControlPrincipal, Chief Compliance Officer25-50%2018
Robert B Needham ControlPresident50-75%1985

Frequently asked questions

How much does Needham R B Advisory Corp manage?

Needham R B Advisory Corp reports $100.2 million in regulatory assets under management on its Form ADV.

How many employees does Needham R B Advisory Corp have?

Needham R B Advisory Corp reports 5 employees.

Where is Needham R B Advisory Corp located?

Needham R B Advisory Corp is based in North Andover, MA and has been SEC-registered since 2025.

Does Needham R B Advisory Corp disclose fund performance?

Needham R B Advisory Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address861 Turnpike Street, Unit 226, North Andover, MA 01845
Phone978 681-8821
Fax978 685-8000
Office hours9a.m. To 5p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$87.2M
Non-discretionary$13M
Total (RAUM)$100.2M