Kyle
Johnston

1620 Investment Advisors, Inc

CRD#7249021
Investment Advisor
in Plymouth, MA

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About this Advisor

Kyle Johnston is a financial advisor based in Plymouth, Massachusetts, working with 1620 Investment Advisors, Inc. Kyle has previously held positions at 1620 Investment Advisors, Inc, Trinity College, Cambridge Associates LLC, The Grey Lady, Bradley, Foster & Sargent, Inc, and Loretta's Last Call. Kyle is registered to provide services in Massachusetts. Currently, Kyle is part of 1620 Investment Advisors, Inc, which operates out of Plymouth, Massachusetts. The firm has 6 employees and manages assets totaling $181.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at 1620 Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

36 Cordage Park Circle Suite 217
Plymouth, MA 02360

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1620 Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$181,420,555

MA Average: $16,012,751,954
Total Number of Employees

6

MA Average: 118
Total Number of Accounts

530

MA Average: 4,567
Average Account Size

$342,303

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kyle Johnston Work History

2017 - Present (7 years)

1620 Investment Advisors, Inc

2016 - 2017 (1 year)

Cambridge Associates LLC

2015 - 2015 (< 1 year)

The Grey Lady

2015 - 2015 (< 1 year)

Bradley, Foster & Sargent, Inc

2014 - 2014 (< 1 year)

1620 Investment Advisors, Inc

2014 - 2014 (< 1 year)

Loretta'S Last Call

2011 - 2015 (4 years)

Trinity College

Disclosures

Please visit the SEC profile of Kyle Johnston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at 1620 Investment Advisors, Inc

Kyle Johnston
Plymouth, MA
William Benjes
Plymouth, MA
Todd Johnston
Plymouth, MA
Susan Rourke
Plymouth, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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