ALGORITHMIC INVESTMENT MODELS

ALGORITHMIC INVESTMENT MODELS, LLC

CRD 306354 · SEC 801-117772

Visit website

125 NEWBURY ST, 4TH FLOOR, BOSTON, MA, 02116, United States

Phone

888-777-0535

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$90.9M

Discretionary AUM

$90.9M

Team

8 total employees; 8 advisory reps

Clients

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Fees

Percentage of AUM; WRAP MANAGER AND SUB-ADVISOR

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)WRAP PROGRAM/MODEL MANAGER/SUB-ADVISOR

Client types

Type	Clients	AUM
Individuals	6	$1.8M
High net worth individuals	2	$2.1M
Other investment advisers	3	$3.5M
Corporations/business entities	1	$1.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD