Overview
Assets Under Management: $181 million
Headquarters: PLYMOUTH, MA
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
1620 INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119262), 1620 INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
1620 INVESTMENT ADVISORS, INC. is headquartered in PLYMOUTH, MA.
1620 INVESTMENT ADVISORS, INC. serves 54 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, 1620 INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
1620 INVESTMENT ADVISORS, INC. manages $181 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, 1620 INVESTMENT ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 530
Discretionary Accounts: 524
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 119262
Last Filing Date: 2024-03-25 00:00:00
Website: https://1620ia.com