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Theodore H. Wagenknecht

APPLIED FUNDAMENTAL RESEARCH, LLC·CAMBRIDGE, Massachusetts
Clean record10 years registeredAPPLIED FUNDAMENTAL RESEARCH, LLC
50 CHURCH STREET, CAMBRIDGE, MA 02138CRD# 5902171Firm CRD# 167645

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore H. Wagenknecht · CAMBRIDGE, MA
Registration
CRD #5902171 · APPLIED FUNDAMENTAL RESEARCH, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

APPLIED FUNDAMENTAL RESEARCH, LLC
Feb 2016 – present
02

Registrations & Exams

Registration record
First registered · February 2, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645 · SEC 801-121001
AUM
$163M
Regulatory assets under management
Employees
6
11 client accounts
Services offered by APPLIED FUNDAMENTAL RESEARCH, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at APPLIED FUNDAMENTAL RESEARCH, LLC →
Introduction

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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

Kevin Francis Curran
CAMBRIDGE, MA

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