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1620 INVESTMENT ADVISORS, INC.

dba 1620 INVESTMENT ADVISORS, INC. · CRD 119262 · Registered Investment Adviser

1620 INVESTMENT ADVISORS, INC. is a Registered Investment Adviser headquartered in PLYMOUTH, MA. The firm reports $241,583,460 in regulatory assets under management across 593 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$236,579,020
Non-discretionary$5,004,440
Total RAUM$241,583,460
Accounts593

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 119262. adviserinfo.sec.gov/firm/summary/119262.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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