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 organized as an LLC and SEC-registered since 2016. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its business activities include accounting and distribution of other financial products. Beck Bode charges either a percentage of assets under management or fixed fees. Investment activity is equity-focused: the firm’s ADV lists a preference for exchange-traded equities and equites generally as its primary allocation. It does not identify itself as an active ESG investor. Ownership is held by an individual principal rather than a larger corporate or aggregator structure.
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 15Sara 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 21Active vs passive
$9.8M in ETFs
92%
$9M
8%
$816K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST LARGE CAP GROWTH ALPHADEX FUND (FTC) | First Trust | Passive | Large Growth | $1.1M | 7,048 | 11.05% |
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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