MIDDLETON & COMPANY INC.

600 Atlantic Avenue; 18th Floor
Boston, Massachusetts 02210-2211
Tel: (617)357-5101

About MIDDLETON & COMPANY INC.

MIDDLETON & COMPANY INC, formally registered with the SEC as MIDDLETON & COMPANY INC. The firm was established in 05/04/1984. They have over 1 offices throughout the country.

MIDDLETON & COMPANY INC. is a Boston, Massachusetts based Financial Planning firm with nearly $1,040,720,685 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104549
SEC#	801-21247
Assets Managed by Firm	$1,040,720,685
No. of Clients	572
No. of Advisors	14

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	572	$1,040,720,685
Individuals (other than high net worth individuals)	116	$44,083,139
High net worth individuals	214	$817,764,579
Pension and profit sharing plans	4	$67,189,450
Charitable organizations	18	$111,683,517

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.