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| I'm in the process of updating the data!! apologies for any slow speeds! |
| 1620 Investment Advisors Inc
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| CRD # | 119262 |
| SEC # | 801-63977 |
| CIK # | 0001907281 |
| AUM | $181.4 MM (2024-03-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 508-830-4778 |
| Address | 36 Cordage Park Circle Plymouth, MA 02360 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Value ($MM) | |
|---|---|---|---|
| Trebia Acquisition Corp | 2.9 | ||
| Tri-Continental Corp | 2.8 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Microsoft Corp | 2.5 | ||
| TJX Companies Inc /DE/ | 2.1 | ||
| Apple Inc | 2.0 | ||
| Eaton Corp Ltd | 1.7 | ||
| AbbVie Inc | 1.4 | ||
| Chevron Corp | 1.3 | ||
| PepsiCo Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 48.7 |
| (b) Individuals (high net worth individuals) | 56 | 131.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 181.4 |
| By Discretionary | ||
| Discretionary | 524 | 177.2 |
| Non-Discretionary | 6 | 4.3 |
| Total | 530 | 181.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.4 | |
| Total | 530 | 181.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907281] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Street Capital Partners LLC
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IN | 0.2 |
|
North American Wealth Advisors Inc
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|
MN | 0.2 |
|
Galleria Financial Advisors LLC
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GA | 0.2 |
|
Strategy Financial Services LLC
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AZ | 0.2 |
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Waterstone Financial Advisory LLC
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|
FL | 0.2 |
|
Imperium Wealth Management LLC
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|
TX | 0.2 |
|
Cordis Financial LLC
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|
MN | 0.2 |
|
Kilter Group LLC
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|
NY | 0.2 |
|
Lovett Investment Consulting LLC
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|
CO | 0.2 |
|
Beacon Financial Advisors Inc
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|
NY | 0.2 |