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 registered investment adviser that entered SEC registration in 2016. Structured as a limited liability company and owned by an individual, the firm serves both individual and family clients as well as institutional accounts. Its fee model combines percentage-of-AUM pricing with fixed fees. The firm’s stated business activities include accounting services and distribution of other financial products, while its advisory offerings cover financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Beck Bode does not position itself as a capital allocator and does not emphasize ESG investing.
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 2
Benjamin Beck
Managing Partner and Chief Investment OfficerCRD 4910104
Angel Costanza
Chief Operating OfficerCRD 7858956
Contacts
3 of 15
Karen O'donoghue
Senior Client AdvisorCRD 5855773
Erik Beck
Client AdvisorCRD 5865126
Tammy Stoerkel
Client AdvisorCRD 4296959
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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