Middleton Advisory

Middleton Advisory (CRD# 155334) is a financial advisory firm headquartered in Bethesda, MD. They manage $15,430,301 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814
https://www.linkedin.com/in/middletonmoney/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $406,061
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Middleton Advisory
Showing 1 - 1 of 1 top financial advisors.
1
David Middleton, financial advisor Bethesda MD
David L. Middleton
CRD#: 5398638
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814

David Middleton (CRD# 5398638) is an Investment Advisor Representative working at Middleton Advisory in Bethesda, MD and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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