1620 INVESTMENT ADVISORS, INC. - Financial Advisor in Massachusetts, Plymouth

Tel: 508-830-4778 36 Cordage Park Circle Suite 217 Plymouth, Massachusetts 02360

About 1620 INVESTMENT ADVISORS, INC.

1620 INVESTMENT ADVISORS, INC. is a Plymouth, Massachusetts based financial advisory firm with nearly $181,420,555 in assets under management and provides investment advisory services for 530 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

119262

Firm SEC#:

801-63977

Assets Under Management:

$181,420,555

No. of Clients:

530

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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