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Julie N.w. Goodridge

Northstar Asset Management Inc.

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About Julie N.w. Goodridge

Julie Goodridge is a registered investment advisor representative with Northstar Asset Management Inc. Julie has been in the industry since December 1990. Northstar Asset Management Inc. is a Registered Investment Advisor located in Boston, MA. Their services include portfolio management for individuals, educational seminars, and publication of periodicals. They have $699,264,630 in assets under management and serve a variety of clients, including high net worth individuals, corporations, and charitable organizations.

Firm Information

Julie Goodridge is currently registered with Northstar Asset Management Inc.. Northstar Asset Management Inc. is a Boston, MA-based Registered Investment Adviser specializing in socially responsible investing and shareholder advocacy. With over $699 million in regulatory assets under management, they serve a diverse clientele, including charitable organizations, high-net-worth individuals, corporations, and individuals. Their services include portfolio management for individuals, educational seminars, and the publication of periodicals.
Northstar Asset Management Inc.

2 HARRIS AVENUE

BOSTON, MA 02130

$699.26M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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socially responsible investing, shareholder advocacy, budgeting

Socially responsible investing, shareholder advocacy, budgeting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Goodridge’s Registration & Firm History

MA

01/11/2005 - Present

Northstar Asset Management Inc. (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie N.w. Goodridge.
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