BECK BODE LLC

858 Washington Street
Suite 100
Dedham, Massachusetts 02026
Tel: 617-209-2224

About BECK BODE LLC

BECK BODE LLC, formally registered with the SEC as BECK BODE LLC. The firm was established in 01/27/2016. They have over 4 offices throughout the country.

BECK BODE LLC is a Dedham, Massachusetts based Financial Planning firm with nearly $556,359,779 assets under management, offering retirement planning & investment advisory services to 2876 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282611
SEC#	801-107188
Assets Managed by Firm	$556,359,779
No. of Clients	2876
No. of Advisors	17

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (FINANCIAL CONSULTING AND PROVIDING SUB-ADVISORY SERVICES TO OTHER RIAS)

Firm Client Information

	No. of Clients	AUM
Firm Total	2876	$556,359,779
Individuals (other than high net worth individuals)	1020	$231,063,099
High net worth individuals	148	$320,016,693
Pension and profit sharing plans	15	$5,279,987

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