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BDKMARKETGROUP INVESTMENT MANAGEMENT LLC
CRD 156796
892 WORCESTER STREET, SUITE 130, WELLESLEY, MA, 02482, United States
Phone
781-724-9701
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$17.4M
Discretionary AUM
$17.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicalsMarket timing
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $17.4M |
All web addresses on file
Official SEC filing: View on IAPD