Unclaimed Profile

Julie N.w. Goodridge

NORTHSTAR ASSET MANAGEMENT INC·BOSTON, Massachusetts

Clean record32 years registeredNORTHSTAR ASSET MANAGEMENT INC

2 HARRIS AVENUE, BOSTON, MA 02130CRD# 1226812Firm CRD# 107138

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie N.w. Goodridge · BOSTON, MA

Registration

CRD #1226812 · NORTHSTAR ASSET MANAGEMENT INC · 32 years registered

Brand Profile

Not yet started

Career History

NORTHSTAR ASSET MANAGEMENT, INC

Jan 2005 – present

NORTHSTAR ASSET MANAGEMENT INC

Apr 1994 – Dec 2004

BOSTON, MA

Registrations & Exams

Registration record

First registered · April 14, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR ASSET MANAGEMENT INC

CRD 107138 · SEC 801-37897

AUM

$699M

Regulatory assets under management

Employees

494 client accounts

Services offered by NORTHSTAR ASSET MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at NORTHSTAR ASSET MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Julie N.w. Goodridge offer?

Julie N.w. Goodridge specializes in Investment Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.

What are Julie N.w. Goodridge's credentials?

Julie N.w. Goodridge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie N.w. Goodridge located?

Julie N.w. Goodridge is based in BOSTON, Massachusetts, working with NORTHSTAR ASSET MANAGEMENT INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Julie N.w. Goodridge charge for services?

Julie N.w. Goodridge's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR ASSET MANAGEMENT INC?

NORTHSTAR ASSET MANAGEMENT INC has approximately 16 employees and manages $699M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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