1620 Investment Advisors, Inc.

RIASEC RegisteredEst. 2005

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 that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional relationships, and its client-facing services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting services (as disclosed in regulatory filings). Compensation structures include asset-based fees as well as hourly and fixed-fee arrangements. Filings indicate the firm does not emphasize ESG investing and it is not structured as a capital allocator or multi-state adviser. The corporate owner type is listed as an individual, which is consistent with the firm’s independent RIA classification.