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NORTHSTAR ASSET MANAGEMENT, INC
CRD 107138 · SEC 801-37897
2 HARRIS AVENUE, BOSTON, MA, 02130, United States
Phone
617-522-2635
Fax
617-522-3165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$805.9M
Discretionary AUM
$805.9M
Team
15 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminarsSOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR, OCIO SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $22.2M |
| High net worth individuals | 108 | $618.7M |
| Charitable organizations | 23 | $159.2M |
| Corporations/business entities | 2 | $5.8M |
States served
CA, DC, MA, MN, NE, NY, PA, RI, VA, MO, WA, NH
All web addresses on file
Official SEC filing: View on IAPD