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Middleton & Co. Inc.

Headquartered in BOSTON, MA

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Firm Information

Middleton & Co. Inc. is an investment advisor based in BOSTON, MA. The firm has 6 investment adviser representatives and manages approximately $1,040,720,685 in assets. They primarily serve high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include portfolio management for businesses and individuals.

Middleton & Co. Inc.

600 ATLANTIC AVENUE; 18TH FLOOR

BOSTON, MA 02210-2211

$1.04B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

MIDDLETON & CO. INC. has a total of 1 branch locations across the country.
location

BOSTON, MA

Advisors at Middleton & Co. Inc.

View All 6 Advisors
Unclaimed
John K. Sargent

CFA®, RA

BOSTON, MA

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Barry Lewis Hilliard

CFA®, RA

BOSTON, MA

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Alice Kenney Walsh

CFP®, RA

BOSTON, MA

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Unclaimed
Grenville Anderson

RA

BOSTON, MA

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Unclaimed
Maria McCormack

CFA®, RA

BOSTON, MA

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Unclaimed
Robert Guy Bruch

CFA®, RA

BOSTON, MA

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Disclosures

There are no public disclosures for Middleton & Co. Inc..

Frequently Asked Questions (8)

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