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Firm profile

1620 Investment Advisors, Inc..

PLYMOUTH, MACRD 119262Registration Status: ApprovedEffective since February 24, 2005Latest ADV June 3, 2026

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 June 3, 2026, reports $242M in regulatory assets under management, 5 employees, and 593 accounts.

Assets Under Management
$242M
Employees
5
Offices
--
Total Clients
242
Primary office
PLYMOUTH, MA
36 CORDAGE PARK CIRCLE, SUITE 217, PLYMOUTH, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOTodd A. Johnston

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

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 June 3, 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.

Total 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 Employees5
Clients per Employee48:1
10Y Employee Change-2 (-28.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.