Middleton & Company Inc
Legal Name: MIDDLETON & COMPANY INC.
Full Contact Details
Middleton & Company Inc
600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA
(617)357-5101
(617)357-7199
Other Info
Middleton & Company Inc, officially known as MIDDLETON & COMPANY INC., is a Massachusetts-based corporation that operates with a team of 17 employees, of which 9 work as advisors. While the number of clients served by the firm is undisclosed, its SEC status is marked as approved, with a registration date dating back to May 4th, 1984.
Middleton & Company, Inc. - Boston, MA
We are an independent investment counseling firm offering advice and investment management to individuals, families, trusts, endowments, and foundations.
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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