MIDDLETON & COMPANY INC.
CRD #104549 SEC #801-21247 BOSTON, MA (617)357-5101
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
15
Clients
--
Accounts
602
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2025 | $1B | $1B | $8.2K | 14 | 0 |
| Mar 2024 | $1B | $1B | $8.2K | 14 | 0 |
| Feb 2024 | $895.2M | $893.1M | $2.1M | 14 | 0 |
| Aug 2023 | $895.2M | $893.1M | $2.1M | 14 | 0 |
| Apr 2023 | $895.2M | $893.1M | $2.1M | 14 | 0 |
| Mar 2023 | $895.2M | $893.1M | $2.1M | 14 | 0 |
| Aug 2022 | $1.3B | $1.3B | $3M | 16 | 0 |
| Mar 2022 | $1.3B | $1.3B | $3M | 16 | 0 |
| Mar 2021 | $1.1B | $1.1B | $3M | 15 | 0 |
| Jun 2020 | $948.4M | $945.3M | $3.1M | 15 | 0 |
| Mar 2020 | $948.4M | $945.3M | $3.1M | 15 | 0 |
| Mar 2019 | $801.1M | $798.1M | $3.1M | 17 | 0 |
| Mar 2018 | $788.8M | $784.1M | $4.7M | 16 | 0 |
| Mar 2017 | $643.6M | $639.7M | $3.9M | 13 | 300 |
| Sep 2016 | $644M | $640M | $4M | 15 | 300 |
| Aug 2016 | $644M | $640M | $4M | 15 | 300 |
| Mar 2016 | $607.4M | $575.7M | $31.8M | 15 | 300 |
| Feb 2016 | $607.4M | $575.7M | $31.8M | 15 | 300 |
| Mar 2015 | $635M | $609.6M | $25.4M | 15 | 300 |
| Mar 2014 | $602.4M | $590M | $12.4M | 14 | 400 |
| Mar 2013 | $485.6M | $481.8M | $3.8M | 14 | 400 |
| Mar 2012 | $447.8M | $445.3M | $2.5M | 11 | 400 |
| Dec 2011 | $476.2M | $473.6M | $2.6M | 11 | 251 |
| Aug 2011 | $476.2M | $473.6M | $2.6M | -- | -- |
| Jul 2011 | $476.2M | $473.6M | $2.6M | -- | -- |
| Mar 2011 | $476.2M | $473.6M | $2.6M | -- | -- |
| May 2010 | $406.7M | $404.1M | $2.6M | -- | -- |
| Mar 2008 | $591.6M | $583.5M | $8.1M | -- | -- |
| Mar 2007 | $566.1M | $559M | $7.1M | -- | -- |
| Mar 2006 | $602.5M | $593.1M | $9.5M | -- | -- |
| Mar 2006 | $602.5M | $593.1M | $9.5M | -- | -- |
| Jan 2005 | $571.9M | $567.6M | $4.3M | -- | -- |
| May 2004 | $572.4M | $568.3M | $4.1M | -- | -- |
| Mar 2004 | $589.9M | $584.5M | $5.4M | -- | -- |
| Mar 2002 | $725.4M | $723.6M | $1.8M | -- | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$8.2K
Employees14
Clients0
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$8.2K
Employees14
Clients0
DateFeb 2024
Total AUM$895.2M
Discretionary$893.1M
Non-Disc.$2.1M
Employees14
Clients0
DateAug 2023
Total AUM$895.2M
Discretionary$893.1M
Non-Disc.$2.1M
Employees14
Clients0
DateApr 2023
Total AUM$895.2M
Discretionary$893.1M
Non-Disc.$2.1M
Employees14
Clients0
DateMar 2023
Total AUM$895.2M
Discretionary$893.1M
Non-Disc.$2.1M
Employees14
Clients0
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3M
Employees16
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$3M
Employees16
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$3M
Employees15
Clients0
DateJun 2020
Total AUM$948.4M
Discretionary$945.3M
Non-Disc.$3.1M
Employees15
Clients0
DateMar 2020
Total AUM$948.4M
Discretionary$945.3M
Non-Disc.$3.1M
Employees15
Clients0
DateMar 2019
Total AUM$801.1M
Discretionary$798.1M
Non-Disc.$3.1M
Employees17
Clients0
DateMar 2018
Total AUM$788.8M
Discretionary$784.1M
Non-Disc.$4.7M
Employees16
Clients0
DateMar 2017
Total AUM$643.6M
Discretionary$639.7M
Non-Disc.$3.9M
Employees13
Clients300
DateSep 2016
Total AUM$644M
Discretionary$640M
Non-Disc.$4M
Employees15
Clients300
DateAug 2016
Total AUM$644M
Discretionary$640M
Non-Disc.$4M
Employees15
Clients300
DateMar 2016
Total AUM$607.4M
Discretionary$575.7M
Non-Disc.$31.8M
Employees15
Clients300
DateFeb 2016
Total AUM$607.4M
Discretionary$575.7M
Non-Disc.$31.8M
Employees15
Clients300
DateMar 2015
Total AUM$635M
Discretionary$609.6M
Non-Disc.$25.4M
Employees15
Clients300
DateMar 2014
Total AUM$602.4M
Discretionary$590M
Non-Disc.$12.4M
Employees14
Clients400
DateMar 2013
Total AUM$485.6M
Discretionary$481.8M
Non-Disc.$3.8M
Employees14
Clients400
DateMar 2012
Total AUM$447.8M
Discretionary$445.3M
Non-Disc.$2.5M
Employees11
Clients400
DateDec 2011
Total AUM$476.2M
Discretionary$473.6M
Non-Disc.$2.6M
Employees11
Clients251
DateAug 2011
Total AUM$476.2M
Discretionary$473.6M
Non-Disc.$2.6M
Employees--
Clients--
DateJul 2011
Total AUM$476.2M
Discretionary$473.6M
Non-Disc.$2.6M
Employees--
Clients--
DateMar 2011
Total AUM$476.2M
Discretionary$473.6M
Non-Disc.$2.6M
Employees--
Clients--
DateMay 2010
Total AUM$406.7M
Discretionary$404.1M
Non-Disc.$2.6M
Employees--
Clients--
DateMar 2008
Total AUM$591.6M
Discretionary$583.5M
Non-Disc.$8.1M
Employees--
Clients--
DateMar 2007
Total AUM$566.1M
Discretionary$559M
Non-Disc.$7.1M
Employees--
Clients--
DateMar 2006
Total AUM$602.5M
Discretionary$593.1M
Non-Disc.$9.5M
Employees--
Clients--
DateMar 2006
Total AUM$602.5M
Discretionary$593.1M
Non-Disc.$9.5M
Employees--
Clients--
DateJan 2005
Total AUM$571.9M
Discretionary$567.6M
Non-Disc.$4.3M
Employees--
Clients--
DateMay 2004
Total AUM$572.4M
Discretionary$568.3M
Non-Disc.$4.1M
Employees--
Clients--
DateMar 2004
Total AUM$589.9M
Discretionary$584.5M
Non-Disc.$5.4M
Employees--
Clients--
DateMar 2002
Total AUM$725.4M
Discretionary$723.6M
Non-Disc.$1.8M
Employees--
Clients--