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1620 INVESTMENT ADVISORS, INC.
CRD 119262 · SEC 801-63977
36 CORDAGE PARK CIRCLE, SUITE 217, PLYMOUTH, MA, 02360, United States
Phone
508-830-4778
Fax
508-830-0524
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$241.6M
Discretionary AUM
$236.6M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $108.7M |
| High net worth individuals | 47 | $128.6M |
| Charitable organizations | 3 | $4.3M |
States served
CA, GA, LA, MA, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD