AlgoTech Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Occupation focus
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
539 W Commerce St, Suite 6304
Dallas TX 75208-1953
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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