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Beck Bode Wealth Managememt

858 Washington Street, Suite 100
Dedham, Massachusetts 02026
United States
 
Contact :      Trisha Sandoz
Phone :       617 209 2224
Fax :             617 249 0298
Email :         tsandoz@imss-llc.com
Web :           http://www.beckbodewealth.com

Beck Bode Wealth Managememt Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $106
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 2013
Wrap Programs Offered? : Yes
# of Accounts Managed : 543
In-House Research : 5 %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands
LPL   $100
Fidelity   $100
TD   $100
Schwab   $100

Beck Bode Wealth Managememt History

Benjamin "Ben" Beck and James "Jim" Bode developed a business relationship while Ben was a Financial Advisor at Merrill Lynch and Jim was a Wholesaler at a large Mutual Fund company. Later Ben and Jim formed a team within Merrill Lynch. Earlier in life, Ben and Jim knew each other as Varsity athletes at Northeastern University. In 2013, Ben and Jim left ML and launched Beck Bode Wealth Management as an independent firm located in the Boston area. BBWM offers two proprietary strategies: BBWM GROWTH and BBWM INCOME GROWTH. Each product is quantitative in nature, long-term focused and concentrated. We claim GIPS compliance and have been audited by Wolf & Co for compliance until 12/31/16. We are actively seeking to have our 2017 compliance verified.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
543
$105.62
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 2 Analysts : 0
Portfolio Managers : 2 Traders : 0
Client Service : 2 Operation : 1

Beck Bode Wealth Managememt Personnel

Beck Bode Wealth Managememt Product Name

Report Created: September,27 2020.  Copyright Money Manager Review , All rights Reserved.
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