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1620 INVESTMENT ADVISORS, INC.
1620 INVESTMENT ADVISORS, INC.
PLYMOUTH, Massachusetts
·
2 registered advisors
·
CRD# 119262
SEC# 801-63977
0
508-830-4778
01
Firm Overview
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
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.
2 registered advisors
Susan Mary Rourke
PLYMOUTH, Massachusetts
CRD# 4618942
Todd Adams Johnston
PLYMOUTH, Massachusetts
CRD# 1542559
05
Office Locations
PLYMOUTH, Massachusetts
2 advisors
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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
.