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ALGORITHMIC INVESTMENT MODELS
BOSTON, MA
888-777-0535
SEC #801-117772Total AUM
$90.9M
Employees
8Clients
228Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
125 NEWBURY ST
4TH FLOOR
BOSTON
MA 02116
United States
4TH FLOOR
BOSTON
MA 02116
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
888-777-0535
Other Offices
2
Financials
Total AUM
$90.9M
Accounts
270Discretionary
$90.9M
Accounts
270Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
6AUM
$1.8M
HNW Individual Clients
2AUM
$2.1M
Investment Advisor Clients
3AUM
$3.5M
Corporation or Business Clients
1AUM
$1.4M
Other Clients
216AUM
$82.1M
Description of Other Clients
WRAP PROGRAMS AND INTERNAL FUNDS
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
WRAP PROGRAM/MODEL MANAGER/SUB-ADVISOR
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
WRAP MANAGER AND SUB-ADVISOR
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.