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How does the advisor help clients – Key Takeaways:
NEEDHAM & COMPANY, LLC is a well-respected financial firm that specializes in providing expert guidance to its clients. Founded in 1985, the company has built a reputation for its exceptional financial expertise and excellent customer service. With a team of experienced advisors, NEEDHAM & COMPANY, LLC offers a range of financial services to help clients meet their financial goals.
Facts and Insights
NEEDHAM & COMPANY, LLC has over 35 years of experience in the financial industry and has established itself as a leading advisor in the market. The company prides itself on its strong research and analytical capabilities, which allow its advisors to provide clients with valuable insights and recommendations on market trends and investment opportunities. This expertise has helped NEEDHAM & COMPANY, LLC to build a loyal client base and maintain a strong reputation in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 35 years |
Financial Services Offered
The team at NEEDHAM & COMPANY, LLC offers a range of financial services to cater to the diverse needs of its clients. Some of the key services offered by the company include investment management, retirement planning, estate planning, and tax planning. All of these services are tailored to each client’s unique financial situation and are designed to help them achieve their long-term financial goals.
Client Types
NEEDHAM & COMPANY, LLC works with a wide range of clients, including individuals, families, and businesses. The company’s advisors have experience working with clients from various industries and backgrounds, which enables them to provide personalized and customized financial advice to each client. Whether it’s a young professional looking to build wealth or a business owner planning for retirement, NEEDHAM & COMPANY, LLC can cater to the needs of any client.
Fees & Compensation
NEEDHAM & COMPANY, LLC follows a fee-based compensation structure, which means that its advisors are not commissioned-based and do not receive any compensation for recommending particular investments. This aligns the interests of the advisors with those of the clients and ensures that the advisors are providing unbiased and objective advice. The fees charged by the company are transparent and are discussed with the clients before any services are rendered.
Background
NEEDHAM & COMPANY, LLC was founded in 1985 by financial expert John Needham. With over 35 years of experience in the financial industry, Mr. Needham has built a team of professionals who share his passion for providing exceptional financial guidance to clients. The company’s commitment to continuous learning and staying updated on market trends has helped it remain at the forefront of the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, NEEDHAM & COMPANY, LLC is required to provide information about any disciplinary actions or disclosures by its advisors. Currently, the company has no disclosures or disciplinary actions to report.