Julie
Goodridge

Northstar Asset Management Inc

CRD#1226812
Investment Advisor
in Jamaica Plain, MA

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About this Advisor

Julie Goodridge is a financial advisor based in Jamaica Plain, Massachusetts, working with Northstar Asset Management Inc. Julie has previously held a position at Northstar Asset Management, Inc and is registered to provide services in Massachusetts. Currently, Julie is part of Northstar Asset Management Inc, which operates out of Jamaica Plain, Massachusetts. The firm has 16 employees and manages assets totaling $699.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, publication of newsletters, educational seminars, and other services. The fee structure at Northstar Asset Management Inc includes asset-based fees.

Services Offered

Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets

Office Location

2 Harris Avenue
Jamaica Plain, MA 02130

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Northstar Asset Management Inc Brokerage Details

Total Assets Under Management

$699,264,630

MA Average: $16,012,751,954
Total Number of Employees

16

MA Average: 118
Total Number of Accounts

494

MA Average: 4,567
Average Account Size

$1,415,515

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Julie Goodridge Work History

1990 - Present (35 years)

Northstar Asset Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Julie Goodridge 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

Jeremiah Gallington
Jamaica Plain, MA
Paige Ryan
Charlottesville, VA
Nimrit Kang
Berwyn, PA
Julie Goodridge
Jamaica Plain, MA

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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