BDKMARKETGROUP INVESTMENT MANAGEMENT LLC

BDKMARKETGROUP INVESTMENT MANAGEMENT LLC of WELLESLEY, MA is an SEC-registered investment adviser (CRD 156796). Regulatory assets under management: $17.4M.

Registration

• CRD: 156796
• Type: Registered investment adviser
• Location: 892 WORCESTER STREET, WELLESLEY, MA, 02482
• Phone: 781-724-9701
• Latest filing: 2026-02-09
• Regulatory AUM: $17.4M
• Discretionary AUM: $17.4M
• Clients: 1
• Accounts: 16

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156796 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search