NORTHSTAR ASSET MANAGEMENT INC

2 Harris Avenue
Boston, Massachusetts 02130
Tel: 617-522-2635

About NORTHSTAR ASSET MANAGEMENT INC

NORTHSTAR ASSET MANAGEMENT INC, formally registered with the SEC as NORTHSTAR ASSET MANAGEMENT INC. The firm was established in 12/07/1990. They have over 4 offices throughout the country.

NORTHSTAR ASSET MANAGEMENT INC is a Boston, Massachusetts based Financial Planning firm with nearly $727,310,290 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107138
SEC#	801-37897
Assets Managed by Firm	$727,310,290
No. of Clients	493
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (SOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	493	$727,310,290
Individuals (other than high net worth individuals)	61	$21,817,736
High net worth individuals	105	$604,611,074
Charitable organizations	22	$95,281,426
Corporations or other businesses	2	$5,600,054

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