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| 1620 Investment Advisors Inc
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|---|---|
| CRD # | 119262 |
| SEC # | 801-63977 |
| CIK # | 0001907281 |
| AUM | 241.6 M (2026-06-03) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 508-830-4778 |
| Address | 36 Cordage Park Circle Plymouth, MA 02360 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tri-Continental Corp | 3.1 | ||
| Trebia Acquisition Corp | 3.1 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Apple Inc | 2.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.5 | ||
| TJX Companies Inc /DE/ | 2.3 | ||
| United Technologies Corp /DE/ | 1.8 | ||
| AbbVie Inc | 1.8 | ||
| Corning Inc /NY | 1.7 | ||
| Microsoft Corp | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 192 | 108.7 |
| (b) Individuals (high net worth individuals) | 47 | 128.6 |
| (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 | 3 | 4.3 |
| (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 | 593 | 241.6 |
| By Discretionary | ||
| Discretionary | 587 | 236.6 |
| Non-Discretionary | 6 | 5.0 |
| Total | 593 | 241.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 240.8 | |
| Total | 593 | 241.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907281] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Position Wealth LLC
✚
|
TX | 242.1 M |
|
Vanderbilt Avenue Asset Management LLC
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|
NY | 241.9 M |
|
Wealth Management Corporation of America Inc
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|
FL | 241.5 M |
|
Constitution Capital LLC
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|
CT | 241.3 M |
|
TABR Capital Management LLC
✚
|
CA | 241.2 M |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 241.2 M |
|
Barnstone Advisors LLC
✚
|
PA | 241.1 M |
|
Assured Retirement Financial Group Inc
✚
|
MN | 241.0 M |
|
Greybull Partners LLC
✚
|
GA | 241.0 M |
|
Bassam Wealth Management LLC
✚
|
FL | 241.0 M |