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Building 2MIDDLETON & COMPANY INC.

Map pinBOSTON, MA
Phone(617)357-5101
NotebookSEC #801-21247
Total AUM
$1.2B
Employees
16
Clients
368

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 ATLANTIC AVENUE; 18TH FLOOR
BOSTON
MA 02210-2211
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(617)357-5101

ReceiptFinancials

Total AUM
$1.2B
Accounts
613
Discretionary
$1.2B
Accounts
613
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
108
AUM
$50.9M
HNW Individual Clients
238
AUM
$1B
Pension/Profit Sharing Plan Clients
5
AUM
$74.1M
Charitable Organization Clients
17
AUM
$93.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMDMENCNHNJNYORRISCTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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