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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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