1620 INVESTMENT ADVISORS, INC.

36 Cordage Park Circle
Suite 217
Plymouth, Massachusetts 02360
Tel: 508-830-4778

About 1620 INVESTMENT ADVISORS, INC.

1620 INVESTMENT ADVISORS, INC, formally registered with the SEC as 1620 INVESTMENT ADVISORS, INC. The firm was established in 02/24/2005. They have over 1 offices throughout the country.

1620 INVESTMENT ADVISORS, INC. is a Plymouth, Massachusetts based Financial Planning firm with nearly $181,420,555 assets under management, offering retirement planning & investment advisory services to 530 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119262
SEC#	801-63977
Assets Managed by Firm	$181,420,555
No. of Clients	530
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	530	$181,420,555
Individuals (other than high net worth individuals)	147	$48,731,935
High net worth individuals	56	$131,563,224
Charitable organizations	Fewer than 5 clients	$1,125,396

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