1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MIDDLETON & COMPANY

Map pinVANCOUVER, WA
Phone(360) 524-3517
NotebookSEC #801-131399
Total AUM
$131.3M
Employees
4
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 MAIN STREET, SUITE 630
VANCOUVER
WA 98660
United States
Operating Hours
9:30-4:30
Monday - Friday
Phone
(360) 524-3517

ReceiptFinancials

Total AUM
$131.3M
Accounts
388
Discretionary
$131.3M
Accounts
388
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
72
AUM
$41.3M
HNW Individual Clients
43
AUM
$90M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account