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Beck Bode LLC

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 LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $278
Tax-Exempt Managed ($Mil) : $110
Taxable Assets Managed ($Mil) : $125
Year Founded : 2013
Wrap Programs Offered? : No
# of Accounts Managed : 1928
In-House Research : 95 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Beck Bode LLC History

Beck Bode, LLC (BB) launched in 2013. We are a Registered Investment Advisor (RIA) licensed by the U.S. Securities and Exchange Commission (SEC) to offer Investment Advisory services to various types of clients.

We are best known for our two proprietary quantitative strategies: BB GROWTH and BB INCOME GROWTH. Each strategy is a long-only, concentrated and long-term focused Equity portfolio managed by Principals Benjamin "Ben" Beck and James "Jim" Bode. Ben and Jim previously worked together as a team within a large Financial Services firm, and have known each other since their time as Varsity athletes at Northeastern University in Boston.


Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
980
$121.69
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
956
$113.69
Total # of Professional : 2 Analysts : 1
Portfolio Managers : 2 Traders : 1
Client Service : 2 Operation : 1

Beck Bode LLC Personnel

Mr.  Benjamin Beck

Portfolio Manager
Tel : 617 209 2224
Email: benjamin.beck@beckbodewealth.com
After graduating Northeastern University, Ben played minor league baseball for a few years. When finished with baseball, Ben worked for various Financial Services companies, including Merrill Lynch. While working at Merrill Lynch as a Financial Advisor, Ben formed a business relationship with Jim Bode, who he had known at Northeastern University, where they were both Varsity athletes. Ben and Jim left Merrill Lynch to form Beck Bode Wealth Management in Q1 2013. Note: Ben also functions as BBWM's Chief Compliance Officer. Ben and his wife are proud parents of three children.

Ms.  Trisha Sandoz

Marketing Director
Tel : 617 209-2224
Email: tsandoz@imss-llc.com
After graduating Skidmore College, Andrew spent the majority of his professional career at J.L. Kaplan Associates, a then well-known Buy-Side manager in Boston (closed in 2009). At JLK he was an Equity Analyst following Consumer companies (Restaurants, Casinos, etc.). After Kaplan, Andrew made a transition to Institutional Sales, and worked for a few firms before joining BBWM in 2016 as a Consultant.

Beck Bode LLC Product Name

BB GROWTH:Privately Managed Accounts
BB INCOME GROWTH:Privately Managed Accounts
Report Created: September,22 2020.  Copyright Money Manager Review , All rights Reserved.
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