Julie
Goodridge
Northstar Asset Management Inc
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About this Advisor
Julie Goodridge is a financial advisor who works in Jamaica Plain, Massachusetts who has 18 years of industry experience. Goodridge is an advisor for Northstar Asset Management Inc. They have worked at Northstar Asset Management Inc for the entirety of their career. Goodridge is approved to serve investors in Massachusetts. Northstar Asset Management Inc is a registered investment company based out of Jamaica Plain, MA. It administers $612 million in total assets between its 477 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves 26 charities and foundations. Of its 477 accounts, 52% are held by high-net-worth clients who have greater than $1 million in investable assets. Northstar Asset Management Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Fees for financial management usually are based on which services are offered. Fees billed by Northstar Asset Management Inc typically consist of asset-based fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Julie Goodridge Work History
Julie has been registered as a financial advisor for 18 years.*
Northstar Asset Management, Inc
*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 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
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.
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