1618 Advisors LLC

Overview

1618 Advisors LLC is a small, owner-operated limited liability company that functions as a non-independent retail RIA. The firm focuses on portfolio management for individuals and small businesses, charging clients a percentage-of-assets fee. Its client base includes both individual & family clients and some institutional relationships. 1618 Advisors is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The firm shows industry ties to a broker-dealer and an insurance company, consistent with a non-independent retail model.

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Public Holdings

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Location & Offices