MIDDLETON & COMPANY
Firm details
- Headquarters
- VANCOUVER, Washington
- CRD number
- 284996
- Registered since
- October 31, 2024
- Website
- www.middletonand.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI68.55%
- Individuals31.45%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Middleton & Company is an independent registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM component with hourly charges. Middleton & Company does not act as a capital allocator, is not positioned as an ESG-focused manager, and does not report multi-state adviser status or pension consulting services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
3 of 4Kailie Abascal
Co-Owner / Financial PlannerCRD 6758430
KINGSTON HOLLMAN
Owner & Managing MemberCRD 5563826
Taylor Anderson
Financial PlannerCRD 6812068
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VANCOUVER, WA
CLARK
Location
VANCOUVER, WA
Headquartered in VANCOUVER, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLARK
- Address
- 1111 Main St
- Time zone
- PT (UTC-8)
- Office locations
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