Overview
Assets Under Management: $273 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 79
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 687
Discretionary Accounts: 687
Regulatory Filings
CRD Number: 115948
Last Filing Date: 2024-03-29 00:00:00
Website: https://1nwealth.com