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1 NORTH WEALTH SERVICES, LLC
Tel: 410-975-0099
1997 Annapolis Exchange Parkway Suite 250
Annapolis, Maryland 21401
1 NORTH WEALTH SERVICES, LLC
1 NORTH WEALTH SERVICES, LLC is a Annapolis, Maryland based financial advisory firm with nearly $273,167,944 in assets under management and provides investment advisory services for 687 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
115948
SEC#:
801-60941
No. of Clients:
687
Assets under Management
$273,167,944
No. of Advisors:
4
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