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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| 1620 Investment Advisors Inc
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| CRD # | 119262 |
| SEC # | 801-63977 |
| CIK # | |
| AUM | $135.5 MM (98% Disc, 100% US, 2020-03-09) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 508-830-4778 |
| Address | 36 Cordage Park Circle Plymouth, MA 02360 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Blue Ocean Strategic Capital LLC
✚
|
NY | 0.1 |
|
Golden Bay Advisors LLC
✚
|
NY | 0.1 |
|
Sechrest Financial Services LLC
✚
|
MA | 0.1 |
|
Investor's Capital Management LLC
✚
|
CA | 0.1 |
|
Brompton Cross Capital Advisers LLC
✚
|
NY | 0.1 |
|
Fortress Global Wealth Management LLC
✚
|
FL | 0.1 |
|
Gasber Financial Advisors Inc
✚
|
CA | 0.1 |
|
Secura Financial LLC
✚
|
CA | 0.1 |
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.1 |
|
Oak Point Wealth Management LLC
✚
|
MI | 0.1 |