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John K. Sargent

Middleton & Co. Inc.

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About John K. Sargent

John K. Sargent is an Investment Advisor Representative at Middleton & Co. Inc. based in BOSTON, MA. John has been working in the financial industry since September 1993 and has a designation of Chartered Financial Analyst. John K. Sargent's firm offers advisory services for businesses and individuals.

Firm Information

John Sargent 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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John Sargent’s Registration & Firm History

MA

01/01/2003 - Present

Middleton & Co. Inc. (BOSTON MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John K. Sargent.
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