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Building 2BECK BODE LLC

Map pinDEDHAM, MA
Phone617-209-2224
NotebookSEC #801-107188
Total AUM
$666.4M
Employees
16
Clients
980

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
858 WASHINGTON STREET
SUITE 100
DEDHAM
MA 02026
United States
Operating Hours
9 AM - 4:30 PM
BY APPOINTMENT ONLY
Phone
617-209-2224
Other Offices
2

ReceiptFinancials

Total AUM
$666.4M
Accounts
2,511
Discretionary
$666.4M
Accounts
2,511
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
794
AUM
$235M
HNW Individual Clients
174
AUM
$419.6M
Pension/Profit Sharing Plan Clients
11
AUM
$8.6M
Charitable Organization Clients
1
AUM
$3.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING AND TAX SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAHIILMAMEMINCNHNJNYOHPARISCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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