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Grenville Anderson

Middleton & Co. Inc.

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About Grenville Anderson

Grenville Anderson is a financial advisor at Middleton & Co. Inc. with over 20 years of experience in the industry. Anderson is registered with the state of Massachusetts and holds Series 6 and Series 63 licenses. Anderson has been with Middleton & Co. Inc. since March 2021 and previously worked at Fiduciary Trust Company. Anderson specializes in portfolio management for individuals and businesses.

Firm Information

Grenville Anderson is currently registered with Middleton & Co. Inc.. 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.

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Grenville Anderson’s Registration & Firm History

MA

05/11/2021 - Present

Middleton & Co. Inc. (BOSTON MA)

NY

05/14/1996 - 09/16/1998

ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/13/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Grenville Anderson.
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