ALGORITHMIC INVESTMENT MODELS

125 Newbury St
4th Floor
Boston, Massachusetts 02116
Tel: 888-777-0535

About ALGORITHMIC INVESTMENT MODELS

ALGORITHMIC INVESTMENT MODELS, formally registered with the SEC as ALGORITHMIC INVESTMENT MODELS. The firm was established in 01/02/2020. They have over 5 offices throughout the country.

ALGORITHMIC INVESTMENT MODELS is a Boston, Massachusetts based Financial Planning firm with nearly $156,927,853 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306354
SEC#	801-117772
Assets Managed by Firm	$156,927,853
No. of Clients	289
No. of Advisors	10

Fee Structure

A percentage of AUM
Other (WRAP MANAGER AND SUB-ADVISOR)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (WRAP PROGRAM/MODEL MANAGER/SUB-ADVISOR)

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$156,927,853
Individuals (other than high net worth individuals)	8	$2,294,875
High net worth individuals	1	$785,900
Other investment advisers	3	$3,796,052

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