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Building 2NORTHSTAR ASSET MANAGEMENT INC

Map pinBOSTON, MA
Phone617-522-2635
NotebookSEC #801-37897
Total AUM
$805.9M
Employees
15
Clients
194

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 HARRIS AVENUE
BOSTON
MA 02130
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
617-522-2635
Other Offices
5

ReceiptFinancials

Total AUM
$805.9M
Accounts
517
Discretionary
$805.9M
Accounts
517
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$22.2M
HNW Individual Clients
108
AUM
$618.7M
Charitable Organization Clients
23
AUM
$159.2M
Corporation or Business Clients
2
AUM
$5.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
SOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR, OCIO SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCMAMNMONENHNYPARIVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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