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).

Current Firm Details
36 Cordage Park Circle, Suite 217, Plymouth, MA 02360
http://www.1620ia.com
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    530
    ACCOUNTS
  • Average Account Value
    $342,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, GA, LA, MA, NH, NY, TX

Financial Advisors at 1620 Investment Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
William Benjes, financial advisor Plymouth MA
William D. Benjes
CRD#: 18140
36 Cordage Park Circle, Suite 217, Plymouth, MA 02360

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.

2
Todd Johnston, financial advisor Plymouth MA
Todd A. Johnston
CRD#: 1542559
36 Cordage Park Circle, Suite 217, Plymouth, MA 02360

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.

3
Susan Rourke, financial advisor Plymouth MA
Susan M. Rourke
CRD#: 4618942
36 Cordage Park Circle, Suite 217, Plymouth, MA 02360

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.

4
Kyle Johnston, financial advisor Plymouth MA
Kyle A. Johnston
CRD#: 7249021
36 Cordage Park Circle, Suite 217, Plymouth, MA 02360

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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