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Kailie Middleton Abascal

MIDDLETON & COMPANY·VANCOUVER, Washington
Clean record9 years registeredMIDDLETON & 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 · 9 years registered
Brand Profile
Not yet started
01

Career History

MIDDLETON & COMPANY
Jan 2018 – present
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
Feb 2017 – Mar 2019
ANCHORAGE, AK
02

Registrations & Exams

Registration record
First registered · February 22, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MIDDLETON & COMPANY
CRD 284996 · SEC 801-131399
AUM
$115M
Regulatory assets under management
Employees
4
370 client accounts
Services offered by MIDDLETON & COMPANY
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MIDDLETON & COMPANY →
Introduction

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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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