Theodore
Wagenknecht
Applied Fundamental Research, LLC
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About this Advisor
Theodore Wagenknecht is a financial advisor based in Cambridge, Massachusetts, working with Applied Fundamental Research, LLC. Theodore has previously held a position at Applied Fundamental Research and is registered to provide services in Massachusetts. Currently, Theodore is part of Applied Fundamental Research, LLC, which operates out of Cambridge, Massachusetts. The firm has 6 employees and manages assets totaling $163.4 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Applied Fundamental Research, LLC includes asset-based and performance-based fees.
Certifications and Registrations
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Fee Structure
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Applied Fundamental Research, LLC Brokerage Details
$163,408,197
6
11
$14,855,291
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Theodore Wagenknecht Work History
Applied Fundamental Research
Disclosures
Please visit the SEC profile of Theodore Wagenknecht to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Applied Fundamental Research, LLC
Cambridge, MA
Cambridge, MA
New York, NY
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