Applied Capital Management, Inc.
Applied Capital Management, Inc. (CRD# 111009) is a financial advisory firm headquartered in Londonderry, NH. They manage $23,294,862 in 91 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts91ACCOUNTS
Average Account Value$255,987
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MA, ME, NH, TX
Andrew Broady (CRD# 1291557) is an Investment Advisor Representative working at Applied Capital Management, Inc. in Londonderry, NH and has over 32 years of experience in the finance industry. Andrew Broady has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Hunt (CRD# 5369829) is an Investment Advisor Representative working at Applied Capital Management, Inc. in Londonderry, NH and has over 8 years of experience in the finance industry.