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

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