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 LLC is an independent registered investment adviser that came under SEC registration in 2020. Structured as a limited liability company and owned by a domestic entity/individual, the firm provides fee-based portfolio management to both individual and family clients as well as institutional and business clients. Its advisory scope is focused on discretionary portfolio management for individuals/small businesses and for businesses or institutions. Fee arrangements include a percentage-of-AUM component alongside other non-disclosed fee types. The firm does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.
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
1 of 1
Todd Rice
Managing Partner and Chief Investment OfficerCRD 1902440
Contacts
3 of 7
Andrew Rice
PartnerCRD 7340094
James Bulger
Senior Regional ConsultantCRD 2754119
Brendan Ryan
Portfolio ManagerCRD 5337915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$195M in ETFs
98%
$192M
2%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN LIBERTYQ US MID CAP EQUITY (FLQM) | Passive | Mid Cap Blend | $6.5M | 113,052 | 3.35% |
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
Similar firms
Bounty Management Corp
RIABoston, MA
Downey Capital Management, Inc.
RIABoston, MA
Wakely Investment Management
RIABoston, MA
Nathanael R. Brayton, Cfa
RIABoston, MA
L.F. Howard Associates Inc
RIABoston, MA
Timbuktu Capital Management, LLC
RIABoston, MA