NEEDHAM R B ADVISORY CORP
Legal name: NEEDHAM ADVISORY CORPORATION
CRD #105378 SEC #801-132495 NORTH ANDOVER, MA 978 681-8821
SEC Registered
Total AUM
$100.2M
Discretionary
$87.2M
Employees
5
Clients
10
Accounts
248
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $100.2M | $87.2M | $13M | 5 | 0 |
| Mar 2025 | $100.2M | $87.2M | $13M | 5 | 0 |
| May 2012 | $70.8M | $19.9M | $50.9M | 1 | 285 |
| Mar 2012 | $70.8M | $19.9M | $50.9M | 1 | 285 |
| Feb 2012 | $70.8M | $19.9M | $50.9M | 1 | 285 |
| Mar 2008 | $145.6M | $62M | $83.6M | 10 | -- |
| Mar 2007 | $138.3M | $58.6M | $79.7M | 10 | -- |
| Mar 2006 | $163.6M | $51.3M | $112.3M | 10 | -- |
| Sep 2005 | $160.1M | $48M | $112.1M | 5 | -- |
| Mar 2004 | $152.2M | $43.9M | $108.3M | 5 | -- |
| Apr 2002 | $140.1M | $43.6M | $96.4M | 5 | -- |
DateMar 2025
Total AUM$100.2M
Discretionary$87.2M
Non-Disc.$13M
Employees5
Clients0
DateMar 2025
Total AUM$100.2M
Discretionary$87.2M
Non-Disc.$13M
Employees5
Clients0
DateMay 2012
Total AUM$70.8M
Discretionary$19.9M
Non-Disc.$50.9M
Employees1
Clients285
DateMar 2012
Total AUM$70.8M
Discretionary$19.9M
Non-Disc.$50.9M
Employees1
Clients285
DateFeb 2012
Total AUM$70.8M
Discretionary$19.9M
Non-Disc.$50.9M
Employees1
Clients285
DateMar 2008
Total AUM$145.6M
Discretionary$62M
Non-Disc.$83.6M
Employees10
Clients--
DateMar 2007
Total AUM$138.3M
Discretionary$58.6M
Non-Disc.$79.7M
Employees10
Clients--
DateMar 2006
Total AUM$163.6M
Discretionary$51.3M
Non-Disc.$112.3M
Employees10
Clients--
DateSep 2005
Total AUM$160.1M
Discretionary$48M
Non-Disc.$112.1M
Employees5
Clients--
DateMar 2004
Total AUM$152.2M
Discretionary$43.9M
Non-Disc.$108.3M
Employees5
Clients--
DateApr 2002
Total AUM$140.1M
Discretionary$43.6M
Non-Disc.$96.4M
Employees5
Clients--