SEC Form ADV · CIK 919497

MIDDLETON & COMPANY INC.

Firm profile: Middleton & Company — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$1.2B
Assets Under Management
613
Total Clients
16
Employees
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Registration Details

CIK
919497
Accession
CRD-104549
Location
BOSTON, MA
Filing Date
May 4, 2026
AUM
$1.2B
Total Clients
613
Institutional Clients
22
Employees
16
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable Organizations

About this Adviser

MIDDLETON & COMPANY INC. is a registered investment adviser headquartered in BOSTON, MA, managing approximately $1.2B in assets across 613 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.