1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. is an SEC-registered mass-market adviser in Plymouth, MA with $241.6M assets under management (AUM, regulatory AUM), +23% over one year. See who owns 1620 Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119262, SEC 801-63977, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $241.6M (2026-06-03)
- Firm type
- Mass-Market Adviser
- Location
- Plymouth, MA
- Employees
- 5
- Clients
- 242
- CRD
- 119262
- Ownership
- WILDY, MARTIN, ANTHONY; JOHNSTON, MICHELLE, RENEE; JOHNSTON, TODD, ADAMS; ROURKE, SUSAN, MARY
How much AUM does 1620 Investment Advisors, Inc. have?
1620 Investment Advisors, Inc. reported $241.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns 1620 Investment Advisors, Inc.?
Disclosed owners and executives of 1620 Investment Advisors, Inc. include WILDY, MARTIN, ANTHONY, JOHNSTON, MICHELLE, RENEE, JOHNSTON, TODD, ADAMS, ROURKE, SUSAN, MARY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.