Angela
Akwule-Udochi
Northstar Asset Management Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Angela Akwule-Udochi is a chartered financial analyst based in Jamaica Plain, Massachusetts, with 1 year of industry experience. Akwule-Udochi currently works for Northstar Asset Management Inc. Akwule-Udochi has gained experience at Moody'S Investors Service, Wilmington Trust, Cambridge Associates, Yale School Of Management and Northstar Asset Management. Akwule-Udochi is registered to work in Massachusetts and Virginia. Northstar Asset Management Inc is an advisory firm that has its headquarters in Jamaica Plain, MA. It controls $612 million in assets among its 477 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm provides services to 26 charities and foundations. Of its 477 customer accounts, 52% are held by high-net-worth clients who have greater than $1 million in investable assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Financial advisory fees usually are based on the services offered. However, fee types charged by Northstar Asset Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Northstar Asset Management Inc Brokerage Details
$611,703,229
18
477
$1,282,397
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Angela Akwule-Udochi Work History
Angela has been registered as a financial advisor for 1 years.*
Northstar Asset Management
Cambridge Associates
Wilmington Trust
Yale School Of Management
Moody'S Investors Service
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela Akwule-Udochi 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 Northstar Asset Management Inc
Charlottesville, VA
Jamaica Plain, MA
Jamaica Plain, MA
Berwyn, PA
Jamaica Plain, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
