First Needham Investments, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 129192
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
First Needham Investments, Inc. operates as a corporation focused on investment management and advisory services. The firm specializes in selecting other advisers, positioning itself as a capital allocator in the financial landscape. While it does not actively engage in ESG investing, it provides a range of investment options tailored to its clients' needs. The firm is not classified under any specific category, indicating a flexible approach to its investment strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Bruce Levine
PresidentCRD 4453763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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