RIA Intel›Advisers›Massachusetts›BDKMARKETGROUP INVESTMENT MANAGEMENT LLC

BDKMARKETGROUP INVESTMENT MANAGEMENT LLC

Advisory

WELLESLEY, MA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in MA

#1,362

of 1,590 advisers by AUM

Average account

$1M

across 16 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

16 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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