President, Principal, Chief Compliance Officer · Needham Advisory Corporation
George J. Kimball
CRD 1108380 · Named on Form ADV at one SEC-registered adviser
At a glance
Needham Advisory Corporation, an SEC-registered wealth manager based in North Andover, MA with $102 million in regulatory assets, lists George J. Kimball on its Form ADV as President, Principal, Chief Compliance Officer, a control person.
Firms and roles
- Needham Advisory CorporationPresident, Principal, Chief Compliance OfficerWealth manager · North Andover, MA · $102M in regulatory assets
AtlasMembers
George’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.