1620 Investment Advisors, Inc.

RIASEC Registered
Total AUM
$242M
Discretionary
$237M
98% of AUM
Avg account
$407K
Accounts
593
Employees
7
Advisory reps
7

Firm details

Headquarters
Plymouth, Massachusetts
CRD number
119262
Registered since
February 24, 2005
Website
www.1620ia.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, BANK OF AMERICA, ADP BROKER-DEALER, INC., RAYMOND JAMES & ASSOCIATES, INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI53.22%
  • Individuals44.99%
  • Charitable Organizations1.78%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

1620 Investment Advisors, Inc. is an independent Registered Investment Adviser that has been SEC-registered since 2005. The firm is owned by an individual and serves both individuals/families and institutional clients. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, Public Funds/Mutual Funds 41%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 5%, US Government Bonds 3%, State & Local Bonds 1%44%
  • Exchange Traded Equities44%
  • Public Funds/Mutual Funds41%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds5%
  • US Government Bonds3%

Owners & executives

1 of 1

  • Michelle Johnston

    CEO & PresidentCRD 1957139

Contacts

3 of 6
  • Martin Wildy

    Martin Wildy

    PartnerCRD 4264267

  • William Benjes

    William Benjes

    Portfolio ManagerCRD 18140

  • Susan Rourke

    Susan Rourke

    Portfolio Manager, AnalystCRD 4618942

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 208

Active vs passive

$80.2M in ETFs

Passive

74%

$59.6M

Active

24%

$20.6M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB)State StreetPassiveCorporate Bond$5M148,8656.21%
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Location

Primary office

Plymouth, MA

Plymouth

Location

Plymouth, MA

Headquartered in Plymouth, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Plymouth
Address
36 Cordage Park Cir
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth