CRD: 105378
Needham Advisory Corporation
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak eagle
- Established Date
- 10-01-1985
- Office Locations
- 1
Office Locations
About Needham Advisory Corporation
Needham Advisory Corporation is a fee-only fiduciary RIA providing investment management and financial planning for individuals and families planning for or living in retirement. The firm builds goal-based, tailored portfolios with disciplined asset allocation, security selection, and proactive rebalancing, with ongoing plan monitoring. Client portal access is delivered via Tamarac, and accounts are commonly custodied at Schwab.
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Owner & Executives
ROBERT B NEEDHAM
Owner, President
- CRD
- #2569173
- Ownership
- 50% but less than 75%
GEORGE JONES KIMBALL
Chief Compliance Officer, Principal
- CRD
- #1108380
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,131,974 | $398,667 |
| Non-Discretionary | $22,268,832 | $517,880 |
| Total | $102,400,806 | $419,675 |
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Separately Managed Accounts
Total SMA Asset: $102,400,806
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $801,305,816 | 14.9% |
| Equity - Exchange | $871,218,404 | 16.2% |
| Public Funds | $1,226,159,235 | 22.8% |
| Cash | $403,341,854 | 7.5% |
| Corporate - Investment Grade | $817,439,490 | 15.2% |
| U.S. Government/Agency | $731,393,228 | 13.6% |
| Municipal Bonds | $527,033,356 | 9.8% |
| Total | $5,377,891,383 | 100.0% |