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APPLIED FUNDAMENTAL RESEARCH, LLC
APPLIED FUNDAMENTAL RESEARCH, LLC
CAMBRIDGE, Massachusetts
·
3 registered advisors
·
CRD# 167645
SEC# 801-121001
0
617-360-7176
01
Firm Overview
AUM
$163M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at APPLIED FUNDAMENTAL RESEARCH, LLC
3 registered advisors
Denitsa Georgieva Daneva-Brown
CAMBRIDGE, Massachusetts
CRD# 7528179
Kevin Francis Curran
CAMBRIDGE, Massachusetts
CRD# 6189097
Theodore H. Wagenknecht
CAMBRIDGE, Massachusetts
CRD# 5902171
05
Office Locations
CAMBRIDGE, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. APPLIED FUNDAMENTAL RESEARCH, LLC (CRD# 167645) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.