1 NORTH WEALTH SERVICES LLC

HTTP://WWW.1NORTHWEALTHSERVICES.COM ANNAPOLIS, MD Investment Advisor How do I update this listing?

1 North Wealth Services is based out of Annapolis. 1 North Wealth Services is a large advisory firm with 223 clients and discretionary assets under management (AUM) of $147,041,147 (Form ADV from 2018-10-03). Their last reported 13F filing for Q4 2018 included $119,779,000 in managed 13F securities and a top 10 holdings concentration of 48.35%. 1 North Wealth Services's largest holding is iShares TIPS Bond ETF with shares held of 69,356. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

1 NORTH WEALTH SERVICES, LLC
1997 ANNAPOLIS EXCHANGE PARKWAY SUITE 250
ANNAPOLIS MD    21401
Country: United States

Business Phone: 410-975-0099
Fax: 855-331-3998
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MD
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 147,476,000
Total Number of Clients: 223
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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