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Applied Derivative Research OR "adr"

Headquartered in ROCKVILLE, MD

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Firm Information

Applied Derivative Research (ADR) is an investment adviser that manages portfolios for individuals, businesses, and pooled investment vehicles. The firm provides portfolio management services with a focus on derivatives. ADR has a regulatory assets under management of $100,000, with 5 total accounts.

Applied Derivative Research OR "adr"

$100,000

Assets Under Management

1

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

APPLIED DERIVATIVE RESEARCH OR "ADR" has a total of 1 branch locations across the country.
location

ROCKVILLE, MD

Advisors at Applied Derivative Research OR "adr"

View All 1 Advisors
Unclaimed
Chung hei Sing

RA

ROCKVILLE, MD

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Disclosures

There are no public disclosures for Applied Derivative Research OR "adr".

Frequently Asked Questions (6)

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