Northstar Asset Management, Inc
- Regulatory AUM
- $806M
- Discretionary
- $806M
- Clients
- 194
- Avg AUM / client
- $4.2M
- Accounts
- 517
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $22.2M | 2.76% |
| High net worth individuals | 108 | $619M | 76.8% |
| Charitable organizations | 23 | $159M | 19.8% |
| Corporations and other businesses | 2 | $5.8M | 0.72% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julie N.W. Goodridge | Ceo, Cco, Founder | Dec 1990 (36y) | 50% – 75% | |
| Nimrit Kaur Kang | Chief Investment Officer / Portfolio Manager / Cfo | CFA | Aug 2022 (4y) | 25% – 50% |
| Graham, Michelle, S | Chief Operating Officer | Oct 2022 (4y) | Less than 5% | |
| Paige Eleanor Ryan | Registered representative | CFP | Oct 2022 (4y) | |
| Jeremiah Dallas Gallington | Registered representative | Mar 2024 (2y) | ||
| Leslie Ellayne Christian | Registered representative | CFA | Nov 2024 (2y) | |
| Tuyet Nhi Lam Nguyen | Registered representative | CFA | Aug 2025 (1y) | |
| Alexandra Dorfman | Registered representative | Aug 2025 (1y) | ||
| Tenzing Tashishar | Registered representative | CFA | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Morgan Stanley $530M (66% of AUM) Mar 2026
- Charles Schwab & Co. $269M (33% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗