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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: NEEDHAM INVESTMENT MANAGEMENT, LLCCRD Number: 106783OtherThanAnnual
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How to fill out needham investment management llc

01
Gather all necessary documents such as financial statements, tax returns, and investment goals.
02
Contact Needham Investment Management LLC to schedule a meeting with one of their advisors.
03
During the meeting, discuss your financial situation and investment objectives with the advisor.
04
Fill out any required forms or paperwork provided by Needham Investment Management LLC.
05
Review and sign the necessary documents to officially establish a relationship with Needham Investment Management LLC.

Who needs needham investment management llc?

01
Individuals who are looking for professional investment management services and advice.
02
Individuals who want to grow their wealth and achieve their financial goals through strategic investment planning.
03
Those who prefer to have a team of experienced financial advisors manage their investment portfolio.
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Needham Investment Management LLC is a financial services firm that provides investment management and advisory services to institutional and individual clients.
Entities or individuals managing investment funds or assets under Needham Investment Management LLC must file relevant documentation, particularly if they manage over $150 million in assets.
To fill out documentation for Needham Investment Management LLC, one should provide accurate financial data, investment strategies, and management information as required by regulatory bodies.
The purpose of Needham Investment Management LLC is to manage investments on behalf of clients, aiming to achieve specific financial goals and returns.
Required information includes details about assets under management, investment strategies, performance results, and compliance with regulatory requirements.
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