APPLIED FUNDAMENTAL RESEARCH, LLC - Financial Advisor in Massachusetts, Cambridge

Tel: 617-360-7176 50 Church Street 5th Floor Cambridge, Massachusetts 02138

About APPLIED FUNDAMENTAL RESEARCH, LLC

APPLIED FUNDAMENTAL RESEARCH, LLC is a Cambridge, Massachusetts based financial advisory firm with nearly $163,408,197 in assets under management and provides investment advisory services for 11 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

167645

Firm SEC#:

801-121001

Assets Under Management:

$163,408,197

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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160980

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DATALIGN

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