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1620 Investment Advisors, Inc.

● SEC registered since 2005CRD 119262SEC# 801-63977Plymouth, MA
Export (members)
Reg. AUM
$196.1M
Employees
6
Accounts
557
Location
Plymouth, MA

1620 Investment Advisors, Inc. assets under management

1620 Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Plymouth, MA. The firm has been registered since 2005. It reports $196.1 million in regulatory assets under management and employs 6 people.
www.1620ia.comView on SEC.gov ↗

1620 Investment Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Martin Anthony WildyShareholder5-10%2003
Michelle Renee JohnstonTreasurer10-25%2003
Susan Mary RourkePortfolio Manager/Analyst5-10%2003
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Frequently asked questions

How much does 1620 Investment Advisors, Inc. manage?

1620 Investment Advisors, Inc. reports $196.1 million in regulatory assets under management on its Form ADV.

How many employees does 1620 Investment Advisors, Inc. have?

1620 Investment Advisors, Inc. reports 6 employees.

Where is 1620 Investment Advisors, Inc. located?

1620 Investment Advisors, Inc. is based in Plymouth, MA and has been SEC-registered since 2005.

Does 1620 Investment Advisors, Inc. disclose fund performance?

1620 Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address36 Cordage Park Circle, Suite 217, Plymouth, MA 02360
Phone508-830-4778
Fax508-830-0524
Office hours8:45a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1907281
Discloses disciplinary historyNo

Assets under management

Discretionary$191.6M
Non-discretionary$4.5M
Total (RAUM)$196.1M