SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Algorithmic Investment Models
Boston, MA
Algorithmic Investment Models, LLC, CRD 306354
Firm filing updated July 29, 2026 ·
- $90.9MAssets
- 8Advisory staff
- 270Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals6
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 6 | $1.8 million |
| High net worth individuals | Fewer than 5 clients | $2.1 million |
| Other investment advisors | Fewer than 5 clients | $3.5 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $1.4 million |
| Other: "WRAP PROGRAMS AND INTERNAL FUNDS" | 216 | $82.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "WRAP PROGRAM/MODEL MANAGER/SUB-ADVISOR"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other: "WRAP PROGRAM/MODEL MANAGER/SUB-ADVISOR"
Assets and accounts
- Regulatory assets$90.9 million
- Accounts270
- DiscretionaryAll accounts
People
- Employees8
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Algorithmic Investment Models, LLC SEC-registered investment advisor. CRD 306354, SEC file 801-117772.
- Registered with the SEC as an investment advisor (status date on record: January 2, 2020).
Is Algorithmic Investment Models a fiduciary?
Short answer: Algorithmic Investment Models is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.