APPLIED ADVISOR

APPLIED ADVISOR is an SEC-registered investment adviser (CRD 126725).

Registration

• CRD: 126725
• Type: Registered investment adviser
• Phone: 415-325-2042
• Latest filing: 2026-01-03
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search