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Kailie Middleton Abascal

MIDDLETON & COMPANY·VANCOUVER, Washington
Clean recordMIDDLETON & COMPANY
1111 MAIN STREET, SUITE 630, VANCOUVER, WA 98660CRD# 6758430Firm CRD# 284996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kailie Middleton Abascal · VANCOUVER, WA
Registration
CRD #6758430 · MIDDLETON & COMPANY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

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

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MIDDLETON & COMPANY
MIDDLETON & COMPANY
AUM
$115M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at MIDDLETON & COMPANY →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6758430
Firm CRD# 284996
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kailie Middleton Abascal offer?
Kailie Middleton Abascal specializes in Financial Planning, Investment Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Kailie Middleton Abascal's credentials?
Kailie Middleton Abascal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kailie Middleton Abascal located?
Kailie Middleton Abascal is based in VANCOUVER, Washington, working with MIDDLETON & COMPANY. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Kailie Middleton Abascal charge for services?
Kailie Middleton Abascal'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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Other Advisors at MIDDLETON & COMPANY

Kingston Marland Hollman
VANCOUVER, WA
George S Middleton
VANCOUVER, WA
Taylor Colby Anderson
VANCOUVER, WA

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