1620 INVESTMENT ADVISORS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $241.6M |
| Discretionary | $236.6M98% of AUM |
| Non-Discretionary | $5.0M |
| Client Accounts | 593 |
| Avg Account Size | $407K |
| Employees | 5 |
| Peak AUM | $241.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $242M | +23.2% | +11.8% | +9.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $241.6M |
| Discretionary | $236.6M |
| Employees | 5 |
| Client Accounts | 593 |
| Client Range | 1-10 |
Contact & Location
Address
36 CORDAGE PARK CIRCLE
PLYMOUTH MA 02360
Phone
508-830-4778
Filing History
37 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$237M
97.9% of AUM
Non-Discretionary
$5M
2.1% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported