Bdkmarketgroup Investment Management LLC

Bdkmarketgroup Investment Management LLC (CRD# 156796) is a financial advisory firm headquartered in Wellesley, MA. They manage $17,100,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $1,005,882
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Bdkmarketgroup Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce D. Kaufman
CRD#: 5896217
892 Worcester Street, Suite 130, Wellesley, MA 02482
93
Wealthminder
score

Bruce Kaufman (CRD# 5896217) is an Investment Advisor Representative working at Bdkmarketgroup Investment Management LLC in Wellesley, MA and has over 6 years of experience in the finance industry.

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