Middleton & Middleton, Inc. is a large advisory firm based in Colorado Springs. It manages $35.94 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Colorado and Texas.
Middleton & Middleton provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Middleton & Middleton, Inc. is $35.94 million. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Middleton & Middleton, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Douglas Mckinlay Middleton has been acting as President since 1 Apr 1971. Andrew Brooks Middleton joined the executive team most recently as the Vice President & Chief Compliance Officer.
The principal office where Middleton & Middleton, Inc. performs its advisory services is located at 2618 Ashgrove Street, Colorado Springs, CO 80906 3709, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 719-579-0808 or by fax 719-579-0090. The normal business hours are 6:00am - 6:00pm on Monday - Friday.