Middleton & Company Inc
Legal Name: MIDDLETON & COMPANY INC.
Full Contact Details
Other Info
Middleton & Company Inc is legally known as MIDDLETON & COMPANY INC.. It is a MA Corporation. This firm has 17 employees, of which 9 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 4, 1984.

Direct Owners
-
ALICE KENNEY WALSH
BOARD CHAIRMAN; MANAGING DIRECTOR; DIRECTOR owns more than 5% but less than 10%
-
ERIC NORMAN GUTTERSON
MANAGING DIRECTOR; DIRECTOR owns less than 5%
-
MARIA MCCORMACK
CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR; DIRECTOR owns less than 5%
-
MIDDLETON & COMPANY EMPLOYEE STOCK OWNERSHIP TRUST
SHAREHOLDER owns 75% or more
-
SARGENT, JR., JOHN, K.
CHIEF EXECUTIVE OFFICER; MANAGING DIRECTOR; DIRECTOR owns more than 5% but less than 10%
Indirect Owners
-
ALICE KENNEY WALSH
TRUSTEE
-
MARIA MCCORMACK
TRUSTEE
-
SARGENT, JR., JOHN, K.
TRUSTEE
Firms Located Nearby
- O'Brien Wealth Partners LLC
- Spruceview Capital Partners LLC
- John Hancock Personal Financial Services LLC
- Winslow Evans & Crocker Inc
- Manulife Asset Management US LLC
- Hancock Natural Resource Group Inc
- Pacific Lake Partners LLC
- Mercer Investment Management Inc
- Intelligent Lending Advisers LLC
- ABRY Partners LLC
Top Holdings
- Amazon.com Inc $36,115k
- Apple Inc $24,580k
- DANAHER CORP $19,850k
- ALPHABET INC $15,964k
- salesforce.com Inc $15,205k
- JPMORGAN CHASE & CO $14,394k
- Facebook Inc $13,911k
- AMERICAN TOWER CORP NEW $13,645k
- O'REILLY AUTOMOTIVE $13,396k
- Verisk Analytics Inc $11,928k