Algorithmic Investment Models
Algorithmic Investment Models is an SEC-registered ria in Boston, MA with $90.9M assets under management (AUM, regulatory AUM), -42% over one year. See who owns Algorithmic Investment Models: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306354, SEC 801-117772, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $90.9M (2026-05-19)
- Firm type
- Ria
- Location
- Boston, MA
- Employees
- 8
- Clients
- 225
- CRD
- 306354
- Ownership
- HAVILAND, DAVID, MEADE; RYAN, BRENDAN, DENNIS; ARCHBALD, ANNE, ELIZABETH; H & CO FINANCIAL SERVICES, INC.; REZENDES, DENIS, JOHN
How much AUM does Algorithmic Investment Models have?
Algorithmic Investment Models reported $90.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Algorithmic Investment Models?
Disclosed owners and executives of Algorithmic Investment Models include HAVILAND, DAVID, MEADE, RYAN, BRENDAN, DENNIS, ARCHBALD, ANNE, ELIZABETH, H & CO FINANCIAL SERVICES, INC., REZENDES, DENIS, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.