Needham R B Advisory Corp
● SEC registered since 2025CRD 105378SEC# 801-132495North Andover, MA
Reg. AUM
$102.4M
Employees
5
Accounts
244
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 $102.4 million in regulatory assets under management and employs 5 people.
Needham R B Advisory Corp owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Jones Kimball Control | Principal, Chief Compliance Officer | 25-50% | 2018 |
| Robert B Needham Control | President | 50-75% | 1985 |
Frequently asked questions
How much does Needham R B Advisory Corp manage?
Needham R B Advisory Corp reports $102.4 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
| Address | 861 Turnpike Street, Unit 226, North Andover, MA 01845 |
| Phone | 978 681-8821 |
| Fax | 978 685-8000 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$102.4M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$102.4Mregulatory AUM
Discretionary $80.1MNon-discretionary $22.3M