Algorithmic Investment Models
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 306354
- SEC number
- 801-117772
- Firm type
- RIA
- Assets under management
- $90.9M as of May 19, 2026
- Website
- www.algomodels.com ↗
- Phone
- 888-777-0535
- Address
- 125 Newbury St, Boston, MA, 02116
Advisors at this firm
7 in our index · page 1 of 1
-
James John BulgerCRD 2754119 · Wayne, NJIA RegisteredRegistration inactive
-
Daniel Joseph DixonCRD 1643748 · Vero Beach, FLIA RegisteredRegistration inactive
-
Courtney Arlene DoyleCRD 5674113 · Boston, MAIA Registered
-
Denis John RezendesCRD 6453586 · Boston, MAIA Registered
-
Andrew Philip RiceCRD 7340094 · Boston, MAIA Registered
-
Todd Matthew RiceCRD 1902440 · Boston, MAIA Registered
-
Brendan Dennis RyanCRD 5337915 · Boston, MAIA Registered
1–7 of 7
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 306354 ↗
FINRA BrokerCheck record for firm CRD 306354 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.