Needham R B Advisory Corp is an adviser based in North Andover. It manages $70.81 million of regulatory assets for 285 client accounts. It has been registered with the SEC as an adviser since 2001.
Needham R B Advisory Corp provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Needham R B Advisory Corp is $70.81 million. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Needham R B Advisory Corp for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Needham has been acting as President since 1 Oct 1985. Robert B Needham joined the executive team most recently as the President/Chief Compliance Officer.
The principal office where Needham R B Advisory Corp performs its advisory services is located at 861 Turnpike Street, North Andover, MA 01845 The mailing address of the firm is P.O. Box 398, Andover, MA 01810. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 978 681-8821 or by fax 978 685-8000. The normal business hours are 9am to 5pm on Monday - Friday.