1 NORTH WEALTH SERVICES, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 115948). Regulatory assets under management: $320.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| James Edward Brennan | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| MIDDLETON JAY COLIN | MANAGER; MANAGER/PRINCIPAL; PRESIDENT, JAY MIDDLETON, INC. | — |
| LESSEY LINDA E | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER (+2 more) | — |
| GARDINER N SCOTT | PRESIDENT, GARDINER & APPEL GROUP, INC.; PRESIDENT, THE GARDINER GROUP, INC. | — |
| APPEL KARL J | VICE-PRESIDENT, GARDINER & APPEL GROUP, INC.; VICE-PRESIDENT, THE GARDINER GROUP, INC. | — |
| BRENNAN JAMES EDWARD | CHIEF COMPLIANCE OFFICER; PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| COOK ROBERT A | DIRECTOR OF FINANCIAL PLANNING | — |
| GUTTRIDGE RYAN JEFFERY | MEMBER | — |
| LESSEY LINDA EIBERGER | MEMBER, CHIEF COMPLIANCE OFFICER; SECRETARY, JAY MIDDLETON, INC. | — |