BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- WELLESLEY, Massachusetts
- CRD number
- 156796
- Website
- www.bdkmarketgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing Services
Firm profile
FINTRXOverview
Bdkmarketgroup Investment Management LLC is a small, privately owned investment adviser organized as an LLC that serves individual and family clients. The firm charges asset-based fees and can also assess performance-based fees. Its advisory services emphasize portfolio management for individuals and small businesses and include publishing periodic market commentary or newsletters; the firm also offers market-timing services. Bdkmarketgroup does not identify as an active ESG investor and is not registered as a multi-state or pension consultant adviser.
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
Asset composition
- Investment Grade Corp Bonds40%
- US Government Bonds30%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents8%
- State & Local Bonds2%
Contacts
1 of 1BRUCE KAUFMAN
Managing PartnerCRD 5896217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WELLESLEY, MA
NORFOLK
Location
WELLESLEY, MA
Headquartered in WELLESLEY, 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
- 892 Worcester St
- Time zone
- ET (UTC-5)
- Office locations
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