John
Milchling
1 North Wealth Services, LLC
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About this Advisor
John Milchling is a financial advisor based in Annapolis, Maryland, working with 1 North Wealth Services, LLC. John has previously held positions at 1 North Wealth Services, Sandbek Outdoors, Na, Kobolak And Son Inc, Concordia Preparatory School, Community College Of Baltimore County, and Towson University. John has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, John is part of 1 North Wealth Services, LLC, which operates out of Annapolis, Maryland. The firm has 4 employees and manages assets totaling $273.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at 1 North Wealth Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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1 North Wealth Services, LLC Brokerage Details
$273,167,944
4
687
$397,624
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
John Milchling Work History
1 North Wealth Services
Towson University
Na
Kobolak And Son Inc
Community College Of Baltimore County
Sandbek Outdoors
Concordia Preparatory School
Disclosures
Please visit the SEC profile of John Milchling to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 1 North Wealth Services, LLC
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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