SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Northstar Asset Management, Inc
Boston, MA
CRD 107138
Firm filing updated March 11, 2026 ·
- $805.9MAssets
- 9Advisory staff
- 517Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals108
- Individuals61
- Charities23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 61 | $22.2 million |
| High net worth individuals | 108 | $618.7 million |
| Charitable organizations | 23 | $159.2 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $5.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 6 services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "SOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR, OCIO SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "SOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR, OCIO SERVICES"
Assets and accounts
- Regulatory assets$805.9 million
- Accounts517
- DiscretionaryAll accounts
People
- Employees15
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107138, SEC file 801-37897.
- Registered with the SEC as an investment advisor (status date on record: December 7, 1990).
Is Northstar Asset Management, Inc a fiduciary?
Short answer: Northstar Asset Management, Inc is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.