Investment adviser · CRD 282611
BECK BODE LLC
Investment adviser filing (IA)
DEDHAM, MA, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $666M Form ADV · Item 5.F
- Client accounts
- 2,511 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 174 | $419,642,707 | 63.0% |
| Individuals | 794 | $234,958,321 | 35.3% |
| Retirement plans | 11 | $8,571,556 | 1.3% |
| Charities | Fewer than 5 | $3,179,546 | 0.5% |
Filing source
Form ADV 2132480 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
858 WASHINGTON STREET, SUITE 100DEDHAM, MA, 02026, United States
CRD 282611
Filing source
Form ADV 2132480 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.