Julie Goodridge
NorthStar Asset Management · Boston, Massachusetts
Julie Goodridge is a fee-only financial advisor at NorthStar Asset Management in Boston, Massachusetts. Julie focuses on family wealth transfer. NorthStar Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | NorthStar Asset Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $805.9M across 517 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1226812 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.northstarasset.com |
| Profile |
How Julie's firm compares
- NorthStar Asset Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Julie
Is Julie Goodridge a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and NorthStar Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, NorthStar Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Julie Goodridge based?
Julie Goodridge is based in Boston, Massachusetts.
What does Julie specialize in?
Julie's specialties include family wealth transfer.
Is Julie Goodridge registered with the SEC?
Yes. Julie Goodridge is registered as an investment adviser representative in MA (CRD 1226812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NorthStar Asset Management manage?
NorthStar Asset Management reports $805.9M across 517 accounts in assets under management.
How do I contact Julie Goodridge?
Through Julie's website, www.northstarasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- NorthStar Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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