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Home > Retirement Planners > massachusetts > cambridge > APPLIED FUNDAMENTAL RESEARCH, LLC
APPLIED FUNDAMENTAL RESEARCH, LLC
50 Church Street
5th Floor
Cambridge, Massachusetts 02138
Tel: 617-360-7176
About APPLIED FUNDAMENTAL RESEARCH, LLC
APPLIED FUNDAMENTAL RESEARCH, LLC, formally registered with the SEC as APPLIED FUNDAMENTAL RESEARCH, LLC. The firm was established in 04/29/2021. They have over 1 offices throughout the country.
APPLIED FUNDAMENTAL RESEARCH, LLC is a Cambridge, Massachusetts based Financial Planning firm with nearly $163,408,197 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167645 |
| SEC# | 801-121001 |
| Assets Managed by Firm | $163,408,197 |
| No. of Clients | 11 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $163,408,197 |
| Charitable organizations | Fewer than 5 clients | $23,661,118 |
| Other investment advisers | Fewer than 5 clients | $2,451,025 |
| Corporations or other businesses | Fewer than 5 clients | $27,577,627 |
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|---|---|---|---|
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| $1,282,732,502,947 | 1559 | 2021 | |
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