MIDDLETON & COMPANY
CRD #284996 SEC #801-131399 VANCOUVER, WA (360) 524-3517
SEC Registered
Total AUM
$110M
Discretionary
$110M
Employees
4
Clients
101
Accounts
357
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLLMAN, KINGSTON MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| HOLLMAN, KINGSTON, MARLAND | I | CHIEF COMPLIANCE OFFICER | NA | |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Abascal, Kailie, Middleton | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| Anderson, Taylor, Colby | I | CO-PRESIDENT, FINANCIAL PLANNER | C | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
| MIDDLETON, GEORGE, S | I | OWNER | B | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (3)
OR TX WA
Address
1111 MAIN STREET, SUITE 630VANCOUVER, WA 98660
United States
Phone: (360) 524-3517