Middleton & Company
Middleton & Company (CRD# 284996) is a financial advisory firm headquartered in Vancouver, WA. They manage $101,495,636 in 355 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts355ACCOUNTS
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Average Account Value$285,903
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, TX, WA
Financial Advisors at Middleton & Company
1
Kailie Abascal (CRD# 6758430) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has 1 year of experience in the finance industry.
2
Taylor Anderson (CRD# 6812068) is an Investment Advisor Representative working at Middleton & Company in Vancouver, WA and has over 6 years of experience in the finance industry.
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