1620 Investment Advisors, Inc.

RIASEC Registered

Total AUM

$242M

Discretionary

$237M

98% of AUM

Avg account

$407K

Accounts

593

Employees

Advisory reps

Firm details

Headquarters: Plymouth, Massachusetts
CRD number: 119262
Registered since: February 24, 2005
Website: www.1620ia.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, BANK OF AMERICA, ADP BROKER-DEALER, INC., RAYMOND JAMES & ASSOCIATES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.22%
Individuals44.99%
Charitable Organizations1.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

1620 Investment Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm is SEC-registered (initial registration in 2005) and serves both individual/family clients and institutional accounts. Its owner structure is individual ownership rather than being part of a bank, wirehouse, or large conglomerate. The adviser provides a mix of financial planning and portfolio management services. Stated advisory activities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its billing arrangements are a combination of asset-based fees (percentage of AUM), hourly charges, and fixed-fee engagements. The firm does not position itself as an active ESG investor.