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Theodore H. Wagenknecht

APPLIED FUNDAMENTAL RESEARCH, LLC·CAMBRIDGE, Massachusetts
Unclaimed Profile
50 CHURCH STREET, CAMBRIDGE, MA 02138CRD# 5902171Firm CRD# 167645
01

About

Theodore H. Wagenknecht is a registered financial advisor based in CAMBRIDGE, Massachusetts, affiliated with APPLIED FUNDAMENTAL RESEARCH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
APPLIED FUNDAMENTAL RESEARCH, LLC
APPLIED FUNDAMENTAL RESEARCH, LLC
AUM
$163M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at APPLIED FUNDAMENTAL RESEARCH, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5902171
Firm CRD# 167645
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore H. Wagenknecht offer?
Theodore H. Wagenknecht specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CAMBRIDGE, Massachusetts for a consultation.
What are Theodore H. Wagenknecht's credentials?
Theodore H. Wagenknecht is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore H. Wagenknecht located?
Theodore H. Wagenknecht is based in CAMBRIDGE, Massachusetts, working with APPLIED FUNDAMENTAL RESEARCH, LLC. Their office serves clients in the CAMBRIDGE metropolitan area and surrounding communities.
How does Theodore H. Wagenknecht charge for services?
Theodore H. Wagenknecht's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPLIED FUNDAMENTAL RESEARCH, LLC?
APPLIED FUNDAMENTAL RESEARCH, LLC has approximately 6 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APPLIED FUNDAMENTAL RESEARCH, LLC

Denitsa Georgieva Daneva-Brown
CAMBRIDGE, MA
Kevin Francis Curran
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