Northstar Asset Management Inc.

Northstar Asset Management Inc. (CRD# 107138) is a financial advisory firm headquartered in Boston, MA. They manage $295,275,357 in 313 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    313
    ACCOUNTS
  • Average Account Value
    $943,372
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NH, NY, WA

Financial Advisors at Northstar Asset Management Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Christine J. Jantz
CRD#: 4666992
2 Harris Avenue, Boston, MA 02130
96
Wealthminder
score

Christine Jantz (CRD# 4666992) is an Investment Advisor Representative working at Northstar Asset Management Inc. in Boston, MA and has over 14 years of experience in the finance industry.

2
Leslie E. Christian
CRD#: 703407
2 Harris Avenue, Boston, MA 02130
93
Wealthminder
score

Leslie Christian (CRD# 703407) is an Investment Advisor Representative working at Northstar Asset Management Inc. in Boston, MA and has over 25 years of experience in the finance industry.

3
Clare A. Ciervo
CRD#: 6363588
2 Harris Avenue, Boston, MA 02130
90
Wealthminder
score

Clare Ciervo (CRD# 6363588) is an Investment Advisor Representative working at Northstar Asset Management Inc. in Boston, MA and has 1 year of experience in the finance industry. Clare Ciervo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Julie N. Goodridge
CRD#: 1226812
2 Harris Avenue, Boston, MA 02130
87
Wealthminder
score

Julie Goodridge (CRD# 1226812) is an Investment Advisor Representative working at Northstar Asset Management Inc. in Boston, MA and has 1 year of experience in the finance industry.

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