Susan
Rourke

1620 Investment Advisors, Inc

CRD#4618942
Investment Advisor
in Plymouth, MA

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About this Advisor

Susan Rourke is a chartered financial analyst working out of Plymouth, Massachusetts with a total of 20 years of relevant experience. Rourke is on the advisory team at 1620 Investment Advisors, Inc. They have spent their whole employment at 1620 Investment Advisors, Inc. Rourke can operate in Massachusetts. 1620 Investment Advisors, Inc is an advisory company operating out of Plymouth, MA. It administers $168 million in total assets among its 501 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 501 customer accounts, 24% are held by high-net-worth individuals who have more than $1 million in investable assets. The business performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services typically are based on the financial services. However, fees charged by 1620 Investment Advisors, Inc may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

20 years

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

$168,046,500

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

6

MA Average: 118
Total Number of Accounts

501

MA Average: 4,567
Average Account Size

$335,422

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

Susan Rourke Work History

Susan has been registered as a financial advisor for 20 years.*

1999 - Present (25 years)

1620 Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Susan Rourke 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 4/16/2023. 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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