Applied Fundamental Research, LLC
Applied Fundamental Research, LLC (CRD# 167645) is a financial advisory firm headquartered in Cambridge, MA. They manage $163,408,197 in 11 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Applied Fundamental Research, LLC
By the Numbers
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Total Assets Under Management163MILLION
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Total Number of Accounts11ACCOUNTS
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Average Account Value$14,855,291
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Applied Fundamental Research, LLC
1
Kevin Curran (CRD# 6189097) is an Investment Advisor Representative working at Applied Fundamental Research, LLC in New York, NY and has 1 year of experience in the finance industry.
2
Theodore Wagenknecht (CRD# 5902171) is an Investment Advisor Representative working at Applied Fundamental Research, LLC in Cambridge, MA and has 1 year of experience in the finance industry.
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