1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. (CRD# 119262) is a financial advisory firm headquartered in Plymouth, MA. They manage $181,420,555 in 530 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management181MILLION
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Total Number of Accounts530ACCOUNTS
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Average Account Value$342,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, GA, LA, MA, NH, NY, TX
William Benjes (CRD# 18140) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.
Todd Johnston (CRD# 1542559) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has over 28 years of experience in the finance industry.
Susan Rourke (CRD# 4618942) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.
Kyle Johnston (CRD# 7249021) is an Investment Advisor Representative working at 1620 Investment Advisors, Inc. in Plymouth, MA and has 1 year of experience in the finance industry.