Unclaimed Profile

George S Middleton

MIDDLETON & COMPANY·VANCOUVER, Washington

Clean recordMIDDLETON & COMPANY

1111 MAIN STREET, SUITE 630, VANCOUVER, WA 98660CRD# 3090714Firm CRD# 284996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George S Middleton · VANCOUVER, WA

Registration

CRD #3090714 · MIDDLETON & COMPANY

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

George S Middleton is a registered financial advisor based in VANCOUVER, Washington, affiliated with MIDDLETON & COMPANY. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MIDDLETON & COMPANY

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MIDDLETON & COMPANY →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 3090714

Firm CRD# 284996

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Frequently Asked Questions

What services does George S Middleton offer?

George S Middleton specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.

What are George S Middleton's credentials?

George S Middleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George S Middleton located?

George S Middleton is based in VANCOUVER, Washington, working with MIDDLETON & COMPANY. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.

How does George S Middleton charge for services?

George S Middleton's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDDLETON & COMPANY?

MIDDLETON & COMPANY has approximately 4 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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