DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > massachusetts > plymouth
1620 INVESTMENT ADVISORS, INC.
Tel: 508-830-4778
36 Cordage Park Circle Suite 217
Plymouth, Massachusetts 02360
1620 INVESTMENT ADVISORS, INC.
1620 INVESTMENT ADVISORS, INC. is a Plymouth, Massachusetts based financial advisory firm with nearly $181,420,555 in assets under management and provides investment advisory services for 530 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
119262
SEC#:
801-63977
No. of Clients:
530
Assets under Management
$181,420,555
No. of Advisors:
6
More Financial Advisory Firms in Plymouth, Massachusetts
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| FIDELITY MANAGEMENT & RESEARCH COMPANY LLC | 108281 | 1264 |
| WELLINGTON MANAGEMENT COMPANY LLP | 106595 | 2021 |
| GEODE CAPITAL MANAGEMENT, LLC | 115504 | 161 |
| SSGA FUNDS MANAGEMENT, INC. | 111242 | 243 |
| STRATEGIC ADVISERS LLC | 104555 | 269 |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 288590 | 15424 |
More Firms in Plymouth, Massachusetts >>