1 North Wealth Services, LLC
1 North Wealth Services, LLC (CRD# 115948) is a financial advisory firm headquartered in Annapolis, MD. They manage $260,527,395 in 702 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management261MILLION
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Total Number of Accounts702ACCOUNTS
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Average Account Value$371,122
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MD, NH, PA, TX, VA
James Brennan (CRD# 2717083) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 27 years of experience in the finance industry.
Mary Hughes (CRD# 5639055) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 14 years of experience in the finance industry.
Kathryn Putek (CRD# 6142576) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 10 years of experience in the finance industry.
John Milchling (CRD# 7265156) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has over 3 years of experience in the finance industry.