RIA Intel›Advisers›Massachusetts›ALGORITHMIC INVESTMENT MODELS, LLC

ALGORITHMIC INVESTMENT MODELS, LLC

Advisory

N·BOSTON, MA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM
$91M
1-Year AUM Growth
-8.3%
3-Year CAGR
+11.3%
Employees
8
Assets Under Management
Total AUM$91M
Discretionary AUM$91M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients257
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)+11.1%
Filing History
Total Filings on Record17
First FilingNov 11, 2019
Latest FilingJul 29, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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