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.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Applied Fundamental Research | Cambridge, MA | May 2013 - Current | 10 |
- MA
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$14,855,291
- A percentage of assets under your management
- Performance-based fees
- 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
MA
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