Bdkmarketgroup Investment Management LLC
Bdkmarketgroup Investment Management LLC (CRD# 156796) is a financial advisory firm headquartered in Wellesley, MA. They manage $18,087,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Bdkmarketgroup Investment Management LLC
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$1,291,929
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Market timing services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Bdkmarketgroup Investment Management LLC
1
Bruce Kaufman (CRD# 5896217) is an Investment Advisor Representative working at Bdkmarketgroup Investment Management LLC in Wellesley, MA and has over 12 years of experience in the finance industry.
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