Algorithmic Investment Models
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 306354
- Registered since
- January 2, 2020
- Website
- algomodels.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Other90.29%
- Other Investment Advisers3.85%
- HNWI2.36%
- Individuals1.96%
- Corporations / Businesses1.54%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Algorithmic Investment Models is an independent RIA organized as an LLC that provides discretionary portfolio management for individual, family and institutional clients. The firm is SEC-registered (registered in 2020) and charges clients primarily on a percentage-of-AUM fee basis. Its advisory services include portfolio management for individuals and small businesses as well as for businesses and institutions. The firm reports it does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$184M in ETFs
99%
$182M
1%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE) | State Street | Passive | Equity Energy | $7.1M | 115,582 | 3.86% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 125 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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