AlgoTech Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
AlgoTech Financial LLC provides discretionary asset management as well as financial planning and consulting to a mix of individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. The firm also delivers public seminars and workshops that are described in the brochure as educational and not a source of individualized investment or tax advice.
Portfolios are constructed from documented client goals, time horizons and risk tolerances and the firm uses a blend of analytical approaches — including fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo techniques — to develop and monitor strategies. AlgoTech manages accounts on a discretionary basis and offers both asset-based and performance-based fee arrangements, including a high-water‑mark performance program available to eligible clients.
What differs from many peers is AlgoTech’s explicit emphasis on public education through no‑charge seminars and workshops, a service model that is relatively uncommon among similar investment managers. The firm is an early-stage adviser under an initial ADV filing and highlights a principal with a non‑traditional technology and cloud architecture background, which is notable given the firm’s small size and single-advisor structure.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Occupation focus
Executive
Founder/Business Owner
Fee options
$3,000 flat fee for financial planning services due upon delivery of the completed plan
20% of any increase from the previous year's high water mark, charged annually in arrears
Account minimum: $1,000,000 (may be lowered or waived in certain instances)
Main office location
AlgoTech Financial LLC
539 W Commerce St, Suite 6304
Dallas TX 75208-1953, United States
Number of offices
1
Most active in
AlgoTech Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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