Middleton & Company Inc
Legal Name: MIDDLETON & COMPANY INC.
600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA
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
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Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Jul 25, 2019
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