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
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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