Beck Bode LLC
Firm details
- Headquarters
- Dedham, Massachusetts
- CRD number
- 282611
- Registered since
- January 27, 2016
- Website
- beckbode.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.98%
- Individuals35.26%
- Pension & Profit Sharing Plans1.29%
- Charitable Organizations0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Beck Bode LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2016 and owned by an individual. The firm serves both individual/family and institutional clients and charges a mix of percentage‑of‑assets and fixed fees. Its advisory services span financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars/workshops. The firm also lists business activities that include accounting and other financial product sales.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2Angel Costanza
Chief Operating OfficerCRD 7858956
Benjamin Beck
Managing Partner and Chief Investment OfficerCRD 4910104
Contacts
3 of 15
Sara Daly
Senior Portfolio Operations SpecialistCRD 7898757
Andrew Martone
Senior Client AdvisorCRD 2140727
Beth Price
Director of OperationCRD 7012434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$11.4M in ETFs
93%
$10.6M
7%
$820K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND (FTC) | First Trust | Passive | Large Growth | $1.4M | 7,035 | 11.96% |
Location
Dedham, MA
Norfolk
Location
Dedham, MA
Headquartered in Dedham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 858 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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