William
Benjes

1620 Investment Advisors, Inc

CRD#18140
Investment Advisor
in Plymouth, MA

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About this Advisor

William Benjes is a chartered financial analyst based in Plymouth, Massachusetts with 17 years of relevant experience. Benjes is an employee of 1620 Investment Advisors, Inc. They have been employed by 1620 Investment Advisors, Inc for the entirety of their career. Benjes can work in Massachusetts. 1620 Investment Advisors, Inc is a firm headquartered in Plymouth, MA. It has $168 million in assets across its 501 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 501 accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually are based on the financial services provided. However, fee types 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*

17 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

William Benjes Work History

William has been registered as a financial advisor for 17 years.*

2004 - Present (20 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 William Benjes 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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