1 NORTH WEALTH SERVICES, LLC

ANNAPOLIS, Maryland·3 registered advisors·CRD# 115948
SEC# 801-609410410-975-0099
01

Firm Overview

AUM
$273M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at 1 NORTH WEALTH SERVICES, LLC

3 registered advisors
James Edward Brennan
ANNAPOLIS, Maryland
Karl J. Appel
SEVERNA PARK, Maryland
N. Scott Gardiner
SEVERNA PARK, Maryland
05

Office Locations

SEVERNA PARK, Maryland
2 advisors
ANNAPOLIS, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. 1 NORTH WEALTH SERVICES, LLC (CRD# 115948) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.