{
  "crd_number": 119262,
  "slug": "1620-investment-advisors-inc-plymouth-ma-119262",
  "primary_business_name": "1620 INVESTMENT ADVISORS, INC.",
  "legal_name": "1620 INVESTMENT ADVISORS, INC.",
  "dbas": [],
  "city": "Plymouth",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2005-02-24",
  "years_registered": 21,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 241583460.0,
  "raum_discretionary": 236579020.0,
  "raum_non_discretionary": 5004440.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4311258.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 108690510.0,
      "count": 192
    },
    "high_net_worth_individuals": {
      "raum": 128581692.0,
      "count": 47
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "GA",
    "LA",
    "MA",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://1620ia.com",
    "https://1620ia.net",
    "https://linkedin.com/company/1620-investment-advisors/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119262",
  "city_as_filed": "PLYMOUTH",
  "url": "https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262",
  "display_name": "1620 Investment Advisors, Inc.",
  "summary": "1620 Investment Advisors, Inc. is an SEC-registered investment advisory firm in Plymouth, MA, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.",
  "citation": "AdvisorCensus. 1620 Investment Advisors, Inc. (CRD 119262): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is 1620 Investment Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), 1620 Investment Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does 1620 Investment Advisors, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 states: Hourly rate: $75 to $175 an hour (Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is 1620 Investment Advisors, Inc. located?",
      "a": "1620 Investment Advisors, Inc.'s principal office is in Plymouth, MA, according to its Form ADV."
    },
    {
      "q": "Is 1620 Investment Advisors, Inc. registered with the SEC or a state?",
      "a": "1620 Investment Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 119262."
    },
    {
      "q": "How much does 1620 Investment Advisors, Inc. manage?",
      "a": "1620 Investment Advisors, Inc. reports $241,583,460 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (98% discretionary)."
    },
    {
      "q": "How have 1620 Investment Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for 1620 Investment Advisors, Inc.: Regulatory assets under management: $147,266,999 in the October 2021 data and $241,583,460 in the October 2026 data, up 64%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does 1620 Investment Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (47); charitable organizations (3)."
    },
    {
      "q": "Which custodians does 1620 Investment Advisors, Inc. use?",
      "a": "1620 Investment Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists ADP, Bank of America, Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Raymond James & Associates, Inc. and TIAA as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does 1620 Investment Advisors, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/119262"
    },
    {
      "q": "Does 1620 Investment Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 3, 2026 says: \"The Advisor has a minimum relationship size of $225,000. Please see Item 7.\" \"The Advisor requires a minimum relationship size of $225,000, which may be reduced at the Advisor’s sole discretion.\""
    },
    {
      "q": "What changed in 1620 Investment Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the July 2026 filing data: Employees performing advisory functions went from 4 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 147266999.0,
      "total_employees": 5,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 172346470.0,
      "total_employees": 6,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168046500.0,
      "total_employees": 6,
      "filing_date": "2023-03-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 181420555.0,
      "total_employees": 6,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 196073950.0,
      "total_employees": 6,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 241583460.0,
      "total_employees": 5,
      "filing_date": "2026-06-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $196,073,950 to $241,583,460 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$225,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $75 to $175 an hour (Consulting services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $225,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Advisor has a minimum relationship size of $225,000. Please see Item 7.",
          "The Advisor requires a minimum relationship size of $225,000, which may be reduced at the Advisor’s sole discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $75 to $175 an hour (Consulting services)"
        ],
        "quotes": [
          "Consulting services are negotiated based on the scope and complexity of the services to be provided by the Advisor. Fees may be provided on an hourly rate, ranging from $75 to $175 per hour, or on a fixed engagement fee."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 225000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 75.0,
          "max": 175.0,
          "period": "hour",
          "service": "Consulting services"
        }
      ]
    },
    "quotes": [
      "The Advisor has a minimum relationship size of $225,000. Please see Item 7.",
      "The Advisor requires a minimum relationship size of $225,000, which may be reduced at the Advisor’s sole discretion.",
      "Consulting services are negotiated based on the scope and complexity of the services to be provided by the Advisor. Fees may be provided on an hourly rate, ranging from $75 to $175 per hour, or on a fixed engagement fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "ADP",
      "name_as_filed": "ADP",
      "affiliated": false
    },
    {
      "name": "Bank of America",
      "name_as_filed": "BANK OF AMERICA",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    },
    {
      "name": "TIAA",
      "name_as_filed": "TIAA",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/1620-investment-advisors-inc-plymouth-ma-119262.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 192,
      "fewer_than_5": false,
      "raum": 108690510.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 47,
      "fewer_than_5": false,
      "raum": 128581692.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 4311258.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/119262",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}