1620 Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plymouth, MA. Its latest Form ADV filing, dated March 19, 2026, reports $242M in regulatory assets under management, 6 employees, and 593 accounts.
Assets Under Management
$242M
Employees
6
Offices
--
Total Clients
242
Primary office
PLYMOUTH, MA
36 CORDAGE PARK CIRCLE, SUITE 217, PLYMOUTH, MA, United States
Top client segmentIndividuals represent 79.3% of total clients.
Top client categories% of clientsClients
1
Individuals
79.3%
192
2
HNWI
19.4%
47
3
Charitable
1.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$242Mas of March 19, 2026
Discretionary97.9%
$237M
98% of total RAUM97.9%
Non-discretionary2.1%
$5M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$242M
Total Accounts593
10Y AUM Change+$126M (+109.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee40:1
10Y Employee Change-1 (-14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.