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
50 Church Street, 5th Floor, Cambridge, MA 02138
http://www.appliedfr.com
By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Applied Fundamental Research, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin Curran, financial advisor New York NY
Kevin F. Curran
CRD#: 6189097
New York, NY

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, financial advisor Cambridge MA
Theodore H. Wagenknecht
CRD#: 5902171
50 Church Street, 5th Floor, Cambridge, MA 02138

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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