NEEDHAM ADVISORY CORPORATION

NEEDHAM ADVISORY CORPORATION of NORTH ANDOVER, MA is an SEC-registered investment adviser (CRD 105378). Regulatory assets under management: $102.4M.

Registration

• CRD: 105378
• SEC file number: 801-132495
• Type: Registered investment adviser
• Location: 861 TURNPIKE STREET, NORTH ANDOVER, MA, 01845
• Phone: 978 681-8821
• Latest filing: 2026-08-05
• Regulatory AUM: $102.4M
• Discretionary AUM: $80.1M
• Non-discretionary AUM: $22.3M
• Clients: 5
• Accounts: 244

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 105378 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search