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| Happy Holidays!! thanks for using AUM13F!! |
| 1620 Investment Advisors Inc
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| CRD # | 119262 |
| SEC # | 801-63977 |
| CIK # | 0001907281 |
| AUM | $196.1 M (2025-03-25) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 508-830-4778 |
| Address | 36 Cordage Park Circle Plymouth, MA 02360 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001907281 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 3.1 | ||
| J P Morgan Chase & Co | 3.0 | ||
| Tri-Continental Corp | 2.9 | ||
| Microsoft Corp | 2.1 | ||
| TJX Companies Inc /DE/ | 2.1 | ||
| Apple Inc | 2.0 | ||
| United Technologies Corp /DE/ | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.6 | ||
| Seagate Technology PLC | 1.4 | ||
| AbbVie Inc | 1.4 | ||
| Entertainment Properties Trust | 1.3 | ||
| International Business Machines Corp | 1.2 | ||
| Chevron Corp | 1.1 | ||
| Verizon Communications Inc | 1.1 | ||
| Novartis AG | 1.1 | ||
| Medtronic Holdings Ltd | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 50.6 |
| (b) Individuals (high net worth individuals) | 54 | 144.3 |
| (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 | 2 | 1.2 |
| (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 | 557 | 196.1 |
| By Discretionary | ||
| Discretionary | 551 | 191.6 |
| Non-Discretionary | 6 | 4.5 |
| Total | 557 | 196.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 195.6 | |
| Total | 557 | 196.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907281] |
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|---|---|---|
|
Jones & Associates Premier Financial Solutions LLC
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OR | 0.2 |
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Prossimo Advisors LLC
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CA | 0.2 |
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Foundation Capital Management LLC
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PA | 0.2 |
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Sacks & Associates LLC
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NJ | 0.2 |
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BB Graham & Company Inc
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CA | 0.2 |
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Bischoff Wealth Management Group LLC
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IN | 0.2 |
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Schlindwein Associates LLC
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TX | 0.2 |
|
Prato Capital Management Inc
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NY | 0.2 |
|
Cooper Financial Services Inc
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CT | 0.2 |
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Kingsman Wealth Management Inc
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FL | 0.2 |