Courtney Arlene Doyle

Algorithmic Investment Models

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Algorithmic Investment Models

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

257 clients

Average Client Portfolio

$611K average

Assets Under Management

$156.9M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

125 Newbury St, 4th Floor, Boston, MA, 02116

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Algorithmic Investment Models

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Beaumont Financial Partners LLC

April 2014 - December 2019 · 5 yrs 8 mos

Athena Capital Advisors LLC

October 2012 - March 2013 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.