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| 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 | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 2.9 | ||
| TY | 1,435.7 | 2.8 | |
| JPM | 340,169.2 | 2.5 | |
| MSFT | 1,918,222.4 | 2.5 | |
| TJX | 67,345.6 | 2.1 | |
| AAPL | 2,382,844.0 | 2.0 | |
| ETN | 51,598.7 | 1.7 | |
| ABBV | 269,466.6 | 1.4 | |
| CVX | 294,604.1 | 1.3 | |
| PEP | 226,773.9 | 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 - 2024 |
|---|---|---|
| 13F-HR | [0001907281] |
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|---|---|---|
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