1620 INVESTMENT ADVISORS, INC.

PLYMOUTH, Massachusetts·3 registered advisors·CRD# 119262

SEC# 801-639770508-830-4778

01

Firm Overview

AUM

$181M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at 1620 INVESTMENT ADVISORS, INC.

3 registered advisors

Michelle Renee Johnston

PLYMOUTH, Massachusetts

Susan Mary Rourke

PLYMOUTH, Massachusetts

Todd Adams Johnston

PLYMOUTH, Massachusetts

05

Office Locations

PLYMOUTH, Massachusetts

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Data sourced from SEC Form ADV filings. 1620 INVESTMENT ADVISORS, INC. (CRD# 119262) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.