1620 INVESTMENT ADVISORS, INC.
CRD #119262 SEC #801-63977 PLYMOUTH, MA 508-830-4778
SEC Registered
Total AUM
$196.1M
Discretionary
$191.6M
Employees
6
Clients
10
Accounts
557
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196.1M | $191.6M | $4.5M | 6 | 0 |
| Mar 2024 | $181.4M | $177.2M | $4.3M | 6 | 0 |
| Dec 2023 | $168M | $164.2M | $3.8M | 6 | 0 |
| Oct 2023 | $168M | $164.2M | $3.8M | 6 | 0 |
| Oct 2023 | $168M | $164.2M | $3.8M | 6 | 0 |
| Mar 2023 | $168M | $164.2M | $3.8M | 6 | 0 |
| Oct 2022 | $172.3M | $168.7M | $3.6M | 6 | 0 |
| Apr 2022 | $172.3M | $168.7M | $3.6M | 6 | 0 |
| Mar 2022 | $172.3M | $168.7M | $3.6M | 6 | 0 |
| Mar 2021 | $147.3M | $143.6M | $3.6M | 5 | 0 |
| Jun 2020 | $135.5M | $132.2M | $3.3M | 6 | 0 |
| Mar 2020 | $135.5M | $132.2M | $3.3M | 6 | 0 |
| Nov 2019 | $122.1M | $119.5M | $2.5M | 6 | 0 |
| Mar 2019 | $122.1M | $119.5M | $2.5M | 6 | 0 |
| Mar 2018 | $125.9M | $122.8M | $3.1M | 7 | 0 |
| Jun 2017 | $115.5M | $112.7M | $2.7M | 7 | 200 |
| Mar 2017 | $115.5M | $112.7M | $2.7M | 7 | 200 |
| Apr 2016 | $102.9M | $100.4M | $2.5M | 5 | 202 |
| Mar 2016 | $102.9M | $100.4M | $2.5M | 5 | 202 |
| Jul 2015 | $106.8M | $1.2M | $105.6M | 5 | 100 |
| Apr 2015 | $106.8M | $1.2M | $105.6M | 5 | 100 |
| Mar 2014 | $105.6M | $104.4M | $1.2M | 5 | 100 |
| Jul 2013 | $93.2M | $92.3M | $889.4K | 5 | 100 |
| Mar 2013 | $93.2M | $92.3M | $889.4K | 5 | 100 |
| Apr 2012 | $91M | $731K | $90.2M | 1 | 105 |
| Mar 2011 | $78.3M | $77.7M | $688.9K | 5 | -- |
| Mar 2010 | $65.4M | $64.8M | $630.1K | 10 | -- |
| Mar 2008 | $75.2M | $74.7M | $594K | 10 | -- |
| Mar 2007 | $85.9M | $85.5M | $417.2K | 10 | -- |
| Sep 2005 | $67.2M | $66.8M | $477K | 10 | -- |
DateMar 2025
Total AUM$196.1M
Discretionary$191.6M
Non-Disc.$4.5M
Employees6
Clients0
DateMar 2024
Total AUM$181.4M
Discretionary$177.2M
Non-Disc.$4.3M
Employees6
Clients0
DateDec 2023
Total AUM$168M
Discretionary$164.2M
Non-Disc.$3.8M
Employees6
Clients0
DateOct 2023
Total AUM$168M
Discretionary$164.2M
Non-Disc.$3.8M
Employees6
Clients0
DateOct 2023
Total AUM$168M
Discretionary$164.2M
Non-Disc.$3.8M
Employees6
Clients0
DateMar 2023
Total AUM$168M
Discretionary$164.2M
Non-Disc.$3.8M
Employees6
Clients0
DateOct 2022
Total AUM$172.3M
Discretionary$168.7M
Non-Disc.$3.6M
Employees6
Clients0
DateApr 2022
Total AUM$172.3M
Discretionary$168.7M
Non-Disc.$3.6M
Employees6
Clients0
DateMar 2022
Total AUM$172.3M
Discretionary$168.7M
Non-Disc.$3.6M
Employees6
Clients0
DateMar 2021
Total AUM$147.3M
Discretionary$143.6M
Non-Disc.$3.6M
Employees5
Clients0
DateJun 2020
Total AUM$135.5M
Discretionary$132.2M
Non-Disc.$3.3M
Employees6
Clients0
DateMar 2020
Total AUM$135.5M
Discretionary$132.2M
Non-Disc.$3.3M
Employees6
Clients0
DateNov 2019
Total AUM$122.1M
Discretionary$119.5M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2019
Total AUM$122.1M
Discretionary$119.5M
Non-Disc.$2.5M
Employees6
Clients0
DateMar 2018
Total AUM$125.9M
Discretionary$122.8M
Non-Disc.$3.1M
Employees7
Clients0
DateJun 2017
Total AUM$115.5M
Discretionary$112.7M
Non-Disc.$2.7M
Employees7
Clients200
DateMar 2017
Total AUM$115.5M
Discretionary$112.7M
Non-Disc.$2.7M
Employees7
Clients200
DateApr 2016
Total AUM$102.9M
Discretionary$100.4M
Non-Disc.$2.5M
Employees5
Clients202
DateMar 2016
Total AUM$102.9M
Discretionary$100.4M
Non-Disc.$2.5M
Employees5
Clients202
DateJul 2015
Total AUM$106.8M
Discretionary$1.2M
Non-Disc.$105.6M
Employees5
Clients100
DateApr 2015
Total AUM$106.8M
Discretionary$1.2M
Non-Disc.$105.6M
Employees5
Clients100
DateMar 2014
Total AUM$105.6M
Discretionary$104.4M
Non-Disc.$1.2M
Employees5
Clients100
DateJul 2013
Total AUM$93.2M
Discretionary$92.3M
Non-Disc.$889.4K
Employees5
Clients100
DateMar 2013
Total AUM$93.2M
Discretionary$92.3M
Non-Disc.$889.4K
Employees5
Clients100
DateApr 2012
Total AUM$91M
Discretionary$731K
Non-Disc.$90.2M
Employees1
Clients105
DateMar 2011
Total AUM$78.3M
Discretionary$77.7M
Non-Disc.$688.9K
Employees5
Clients--
DateMar 2010
Total AUM$65.4M
Discretionary$64.8M
Non-Disc.$630.1K
Employees10
Clients--
DateMar 2008
Total AUM$75.2M
Discretionary$74.7M
Non-Disc.$594K
Employees10
Clients--
DateMar 2007
Total AUM$85.9M
Discretionary$85.5M
Non-Disc.$417.2K
Employees10
Clients--
DateSep 2005
Total AUM$67.2M
Discretionary$66.8M
Non-Disc.$477K
Employees10
Clients--