RIA Intel›Advisers›Massachusetts›1620 INVESTMENT ADVISORS, INC.

1620 INVESTMENT ADVISORS, INC.

Advisory

N·PLYMOUTH, MA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Total AUM
$242M
1-Year AUM Growth
+8.0%
3-Year CAGR
+7.2%
Employees
4
Assets Under Management
Total AUM$242M
Discretionary AUM$237M
Non-Discretionary AUM$5M
Discretionary %97.9%
Total Clients224
Team
Total Employees4
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record34
First FilingFeb 16, 2005
Latest FilingMar 19, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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