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MIDDLETON ADVISORY
MIDDLETON ADVISORY, LLC
CRD 155334
3 BETHESDA METRO CENTER, SUITE 700, BETHESDA, MD, 20814, United States
Phone
202-503-4015
Fax
206-339-4857
Registration
— (—)
Source
State registered
Total AUM
$26.8M
Discretionary AUM
$26.8M
Team
1 total employees; 1 advisory reps; 27 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $3.5M |
| High net worth individuals | 18 | $19.7M |
| Charitable organizations | 3 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD