Julie N. Goodridge

NORTHSTAR ASSET MANAGEMENT

Boston, MA 02130

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CRD#: 1226812

Professional summary

Julie N.w. Goodridge, who also goes by Julie Neil Wendrich, Julie Wendrich, Julie Wendricks, is a registered financial advisor currently at NORTHSTAR ASSET MANAGEMENT INC located in Boston, Massachusetts.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Julie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julie Neil Wendrich | Julie Wendrich | Julie Wendricks

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Hyams Foundation, Trustee since 2016, 4 hrs month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie N.w. Goodridge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 11, 2005 - Present

NORTHSTAR ASSET MANAGEMENT INC

Office #1: 2 Harris Avenue, Boston, MA 02130

RIA

CRD#: 107138

Boston, MA

Past

April 14, 1994 - December 31, 2004

NORTHSTAR ASSET MANAGEMENT INC

RIA

CRD#: 107138

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NORTHSTAR ASSET MANAGEMENT INC

CRD#: 107138 / SEC#: 801-37897

RIA

Registered Investment Advisory firm - (12/7/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(1/11/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NORTHSTAR ASSET MANAGEMENT INC

CRD#: 107138 / SEC#: 801-37897

RIA

Registered Investment Advisory firm - (12/7/1990 Approved)

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Contact information

Main Address

2 Harris Avenue, Boston, MA 02130

Mailing Address

Po Box 301840, Boston, MA 02130

Phone number

(617) 522-2635

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NORTHSTAR ASSET MANAGEMENT ADV PARTS 2A BROCHURE (7/29/2025)

Regulatory assets under management

Total Number of Accounts	493
AUM (Assets Under Management)	$ 727,310,290

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/16/2025	Cover Page	Report
10/24/2024	Cover Page	Report
12/20/2023	Cover Page	Report
02/13/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Julie N. Goodridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie N.w. Goodridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR ASSET MANAGEMENT INC

NORTHSTAR ASSET MANAGEMENT INC

Primary Firm SEC Registration

NORTHSTAR ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

NORTHSTAR ASSET MANAGEMENT INC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NORTHSTAR ASSET MANAGEMENT INC

TRUST BUT VERIFY

Contact information

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