1620 Investment Advisors, Inc.
● SEC registered since 2005CRD 119262SEC# 801-63977Plymouth, MA
Reg. AUM
$241.6M
Employees
5
Accounts
593
Location
Plymouth, MA
About 1620 Investment Advisors
1620 Investment Advisors offers investment management and financial planning to individuals, business owners, and financial services firms. It is an independent, fee-based firm that focuses on advisory work rather than selling insurance or other products. Portfolios are tailored to each client's situation with attention to risk and reward, tax sensitivity, and avoiding short-term market emotion.
Summary based on the firm’s website.
1620 Investment Advisors, Inc. assets under management
1620 Investment Advisors, Inc. operates as an SEC-registered investment adviser based in Plymouth, MA. The firm has been registered since 2005. It reports $241.6 million in regulatory assets under management and employs 5 people.
1620 Investment Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin Anthony Wildy | Shareholder | 5-10% | 2003 |
| Michelle Renee Johnston | Treasurer | 10-25% | 2003 |
| Susan Mary Rourke | Portfolio Manager/Analyst | 5-10% | 2003 |
| Todd Adams Johnston Control | President/Chief Compliance Officer | 50-75% | 1999 |
Frequently asked questions
How much does 1620 Investment Advisors, Inc. manage?
1620 Investment Advisors, Inc. reports $241.6 million in regulatory assets under management on its Form ADV.
How many employees does 1620 Investment Advisors, Inc. have?
1620 Investment Advisors, Inc. reports 5 employees.
Where is 1620 Investment Advisors, Inc. located?
1620 Investment Advisors, Inc. is based in Plymouth, MA and has been SEC-registered since 2005.
Does 1620 Investment Advisors, Inc. disclose fund performance?
1620 Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 36 Cordage Park Circle, Suite 217, Plymouth, MA 02360 |
| Phone | 508-830-4778 |
| Fax | 508-830-0524 |
| Office hours | 8:45a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1907281 |
| Discloses disciplinary history | No |
Regulatory AUM
$241.6M▲ 23%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$241.6Mregulatory AUM
Discretionary $236.6MNon-discretionary $5M