1620 Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 1–10 clients last fiscal year.
1620 Investment Advisors reports 242 clients. They include 192 individual clients, 47 high-net-worth individuals and 3 charitable organizations. Of its assets, 97.9% ($237M across 587 accounts) are managed with discretion; $5M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 45% |
| High-net-worth individuals | 19% | 53% |
| Charitable organizations | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 192 | $109M | 45.0% | $566K |
| High-net-worth individuals | 47 | $129M | 53.2% | $2.74M |
| Charitable organizations | Fewer than 5 | $4.31M | 1.8% | $1.44M |
| Total | 242 | $242M | 100% | — |
- Clients
- 192
- Regulatory AUM
- $109M
- AUM share
- 45.0%
- Avg. per client
- $566K
- Clients
- 47
- Regulatory AUM
- $129M
- AUM share
- 53.2%
- Avg. per client
- $2.74M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.31M
- AUM share
- 1.8%
- Avg. per client
- $1.44M
Total
- Clients
- 242
- Regulatory AUM
- $242M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
1620 Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting services
- Consulting services are negotiated; hourly fees range from $75 to $175 per hour, or a fixed engagement fee.
- Retirement plan advisory services
- Retirement plan advisory fees are charged at an annual rate of up to 0.30% of plan assets.
Todd Johnston owns 50% to 75% of 1620 Investment Advisors. The leadership team of 1620 Investment Advisors includes President Todd Johnston. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of 1620 Investment Advisors, Inc.
Todd Johnston
Control person · since March 1999
- Owns 10% to 25% of 1620 Investment Advisors, Inc.
Michelle Johnston
since May 2003
- Owns 5% to 10% of 1620 Investment Advisors, Inc.
Martin Wildy
since May 2003
- Owns 5% to 10% of 1620 Investment Advisors, Inc.
Susan Rourke
since May 2003
1620 Investment Advisors’ regulatory assets grew 1.6× from $147M (March 2021) to $242M (June 2026); clients rose from 168 to 242 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $242M | 242 | 5 | 1 |
| Mar 2025March 2025 | $196M | 224 | 6 | 1 |
| Mar 2024March 2024 | $181M | 203 | 6 | 1 |
| Mar 2023March 2023 | $168M | 203 | 6 | 1 |
| Apr 2022April 2022 | $172M | 183 | 6 | 1 |
| Mar 2021March 2021 | $147M | 168 | 5 | 1 |
Besides its headquarters, 1620 Investment Advisors has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 36 Cordage Park Circle, Suite 217, PlymouthHQ
Contact and registration details
- Legal name
- 1620 Investment Advisors, Inc.
- Headquarters
- 36 Cordage Park Circle, Suite 217, Plymouth, MA 02360
- Website
- 1620ia.com
- Phone
- 508-830-4778
- @1620-investment-advisors
- SEC file
- 801-63977
- Founded
- 1999
- Structure
- Massachusetts corporation
- Fiscal year end
- December
1620 Investment Advisors’ named custodians for separately managed accounts include Charles Schwab ($164M, 68%), Fidelity ($56.3M, 23%) and Bank of America Private Bank ($10.7M, 4%). 1620 Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $164M68%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $56.3M23%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $2.74M1%
- TiaaTiaa · New York, NY · $2.05M1%
- Bank of America Private BankBank of America Private Bank · Dallas, TX · $10.7M4%
- Automatic Data ProcessingAutomatic Data Processing · Roseland, NJ · $5.84M2%
At year end, 1620 Investment Advisors’ separately managed accounts were largely in stocks (44%) and funds (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 677 positions; the largest are State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (3.1%), Freedom 100 Emerging Markets ETF (2.7%) and State Street MSCI Eafe Strategicfactors ETF (2.6%).
What the accounts hold
- Stocks44%
- Funds41%
- Bonds9%
- Investment grade corporate bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Cash6%
How many clients does 1620 Investment Advisors have?
1620 Investment Advisors has 242 clients and manages $242 million for them, as of June 2026. They include 192 individual clients, 47 high-net-worth individuals and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 June 2026
What services does 1620 Investment Advisors offer?
1620 Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 1620 Investment Advisors use?
1620 Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $164M, Fidelity Brokerage Services LLC (Smithfield, RI), with $56.3M, Bank of America Private Bank (Dallas, TX), with $10.7M, Automatic Data Processing (Roseland, NJ), with $5.84M, Raymond James & Associates, Inc. (St. Petersburg, FL), with $2.74M and Tiaa (New York, NY), with $2.05M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 June 2026
How many financial advisors does 1620 Investment Advisors have?
1620 Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 1620 Investment Advisors invest in?
At the end of its last fiscal year, 1620 Investment Advisors’ separately managed accounts held 44% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% investment grade corporate bonds, 3% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 1620 Investment Advisors?
1620 Investment Advisors’ direct owners are Todd Johnston (50% to 75%), Martin Wildy (5% to 10%), Michelle Johnston (10% to 25%) and Susan Rourke (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 3 June 2026
How does 1620 Investment Advisors get paid?
1620 Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 1620 Investment Advisors?
1620 Investment Advisors’ main office is at 36 Cordage Park Circle, Suite 217, Plymouth, MA 02360. Its phone number is 508-830-4778. Its website is 1620ia.com.
