MIDDLETON ADVISORY

RIASEC Registered

Total AUM

$26.8M

Discretionary

$26.8M

100% of AUM

Avg account

$526K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BETHESDA, Maryland
CRD number: 155334
Website: middletonadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.27%
Charitable Organizations13.53%
Individuals13.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Middleton Advisory is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm serves both individual & family clients and institutional accounts and charges fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting-related services, and educational seminars or workshops. Middleton Advisory reports that it is not an active ESG investor and does not operate as a multi-state adviser.