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

1111 Main Street, Suite 630, Vancouver, WA 98660

https://www.linkedin.com/company/18204623/

By the Numbers

Total Assets Under Management

101

MILLION
Total Number of Accounts

355

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Kailie M. Abascal

CRD#: 6758430

1111 Main Street, Suite 630, Vancouver, WA 98660

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.

Taylor C. Anderson

CRD#: 6812068

1111 Main Street, Suite 630, Vancouver, WA 98660

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.

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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