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MIDDLETON & COMPANY INC.
CRD 104549 · SEC 801-21247
600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA, 02210-2211, United States
Phone
(617)357-5101
Fax
(617)357-7199
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
16 total employees; 7 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $50.9M |
| High net worth individuals | 238 | $1.02B |
| Pension/profit sharing plans | 5 | $74.1M |
| Charitable organizations | 17 | $93.9M |
States served
VT, CA, CO, ME, MD, MA, MN, NJ, NY, NC, OR, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD