Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200068375
SEC advisor number
801-60941
FINRA CRD number
115948
AUM ?
$260.53 mm
(as of 1 Aug 23)
Accounts
702
(as of 1 Aug 23)
Employees
4
(4 investment advisory or research)
Address
1 North Wealth Services
1997 ANNAPOLIS EXCHANGE PKWY
SUITE 250
ANNAPOLIS
MD 21401
1997 ANNAPOLIS EXCHANGE PKWY
SUITE 250
ANNAPOLIS
MD 21401
Phone
410-975-0099
Brochures
Latest filings (excl ownership)
No filings