Middleton & Company Inc.

Middleton & Company Inc. (CRD# 104549) is a financial advisory firm headquartered in Boston, MA. They manage $1,040,720,685 in 572 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
600 Atlantic Avenue; 18th Floor, Boston, MA 02210
http://www.middletonco.com
By the Numbers
  • Total Assets Under Management
    1,041
    MILLION
  • Total Number of Accounts
    572
    ACCOUNTS
  • Average Account Value
    $1,819,442
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, MD, ME, MN, NC, NH, NJ, NY, RI, SC, TX, VA, VT

Financial Advisors at Middleton & Company Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Robert Bruch, financial advisor Boston MA
Robert G. Bruch
CRD#: 6699901
600 Atlantic Avenue; 18th Floor, Boston, MA 02210

Robert Bruch (CRD# 6699901) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

2
Barry Hilliard, financial advisor Boston MA
Barry L. Hilliard
CRD#: 6060838
600 Atlantic Avenue; 18th Floor, Boston, MA 02210

Barry Hilliard (CRD# 6060838) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 11 years of experience in the finance industry.

3
Maria McCormack, financial advisor Boston MA
Maria McCormack
CRD#: 4673957
600 Atlantic Avenue, T-18, Boston, MA 02210

Maria McCormack (CRD# 4673957) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

4
John Sargent, financial advisor Boston MA
John K. Sargent
CRD#: 4306511
600 Atlantic Avenue, T-18, Boston, MA 02210

John Sargent (CRD# 4306511) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has 1 year of experience in the finance industry.

5
Alice Walsh, financial advisor Boston MA
Alice K. Walsh
CRD#: 2035254
600 Atlantic Avenue, T-18, Boston, MA 02210

Alice Walsh (CRD# 2035254) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 34 years of experience in the finance industry.

6
Grenville Anderson, financial advisor Boston MA
Grenville Anderson
CRD#: 830307
600 Atlantic Avenue; 18th Floor, Boston, MA 02210

Grenville Anderson (CRD# 830307) is an Investment Advisor Representative working at Middleton & Company Inc. in Boston, MA and has over 27 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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