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Building 2NEEDHAM ADVISORY CORPORATION

Map pinNORTH ANDOVER, MA
Phone978 681-8821
NotebookSEC #801-132495
Total AUM
$102.4M
Employees
5
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
861 TURNPIKE STREET
UNIT 226
NORTH ANDOVER
MA 01845
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
978 681-8821

ReceiptFinancials

Total AUM
$102.4M
Accounts
244
Discretionary
$80.1M
Accounts
201
Non-Discretionary
$22.3M
Accounts
43

ContactClients

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Individual Clients
111
AUM
$27.8M
HNW Individual Clients
32
AUM
$63.2M
Charitable Organization Clients
2
AUM
$11.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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