What is Middleton & Company, Inc.'s NAICS code?

Middleton & Company, Inc.'s NAICS code is 5239 (Other Financial Investment Activities).

Insights

Established Client Focus Middleton & Company has a longstanding history of serving high-net-worth individuals, families, trusts, and institutional clients, demonstrating a solid foundation in personalized wealth management and investment counseling.

Growth Potential With an annual revenue between 25 to 50 million dollars and a small team of up to 50 employees, the firm presents opportunities for scale and expansion through additional service offerings or technology-driven efficiencies.

Technology Stack The company's use of modern tools such as Chart.js and Google Tag Manager indicates an emphasis on data visualization and digital engagement, suggesting openness to adopting new financial technologies to enhance client experience.

Market Niche Operating within the investment management industry alongside larger firms like JLL and Cushman & Wakefield, Middleton & Company can leverage its independent status to attract clients seeking objective, personalized advice not tied to large corporate structures.

Personnel Changes Recent leadership shifts, such as the departure of a Senior Portfolio Manager, highlight opportunities to introduce new talent or reorganize team dynamics to strengthen market positioning and client confidence.

Similar companies to Middleton & Company, Inc.

Middleton & Company, Inc. Tech Stack

Middleton & Company, Inc. uses 8 technology products and services including Chart.js, jQuery Migrate, ProgressBar.js, and more. Explore Middleton & Company, Inc.'s tech stack below.

Chart.js
Javascript Graphics
jQuery Migrate
Javascript Libraries
ProgressBar.js
Javascript Libraries
HSTS
Security
Google Tag Manager
Tag Management
Apache
Web Servers
jQuery Waypoints
Web Tools And Plugins
Shortcodes Ultimate
Web Tools And Plugins

Media & News

Patricia leaves Middleton & Company, Inc as Senior Portfolio Manager.
Patricia joins Fiduciary Trust from Middleton & Company in Boston, where she was a Senior Portfolio Manager.
May 07, 2019 | www.businesswire.com

Middleton & Company, Inc.'s Email Address Formats

Middleton & Company, Inc. uses at least 1 format(s):

Middleton & Company, Inc. Email Formats	Example	Percentage
First.Last@middletonco.com	John.Doe@middletonco.com	45%
FLast@middletonco.com	JDoe@middletonco.com	5%
First.Last@middletonco.com	John.Doe@middletonco.com	45%
FLast@middletonco.com	JDoe@middletonco.com	5%

Frequently Asked Questions

Where is Middleton & Company, Inc.'s headquarters located?

Middleton & Company, Inc.'s main headquarters is located at 600 Atlantic Avenue 18th Floor Boston, Massachusetts 02210 United States. The company has employees across 1 continents, including North America.

What is Middleton & Company, Inc.'s official website and social media links?

Middleton & Company, Inc.'s official website is middletonco.com and has social profiles on LinkedIn.

How much revenue does Middleton & Company, Inc. generate?

As of February 2026, Middleton & Company, Inc.'s annual revenue is estimated to be $3.3M.

What is Middleton & Company, Inc.'s SIC code NAICS code?

Middleton & Company, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Middleton & Company, Inc. have currently?

As of February 2026, Middleton & Company, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Chief Investment Officer: R. B.Chief Compliance Officer: C. M.Chief Investment Officer: E. N. G.. Explore Middleton & Company, Inc.'s employee directory with LeadIQ.

What industry does Middleton & Company, Inc. belong to?

Middleton & Company, Inc. operates in the Investment Management industry.

What technology does Middleton & Company, Inc. use?

Middleton & Company, Inc.'s tech stack includes Chart.jsjQuery MigrateProgressBar.jsHSTSGoogle Tag ManagerApachejQuery WaypointsShortcodes Ultimate.

What is Middleton & Company, Inc.'s email format?

Middleton & Company, Inc.'s email format typically follows the pattern of First.Last@middletonco.com. Find more Middleton & Company, Inc. email formats with LeadIQ.

When was Middleton & Company, Inc. founded?

Middleton & Company, Inc. was founded in 1984.

Middleton & Company, Inc.

Q: How many employees does Middleton & Company, Inc. have currently?

Middleton & Company, Inc. has approximately 12 employees.

Q: What technology does Middleton & Company, Inc. use?

Middleton & Company, Inc.'s tech stack includes jQuery, parallax.js, PHP, X-XSS-Protection, WordPress.

Investment ManagementMassachusetts, United States11-50 Employees

Investment Management • Investment Counsel

Middleton & Company, Inc. is an independent investment counseling firm dedicated to providing objective advice and disciplined investment management to individuals, families, trusts, endowments, and foundations. 

Commitment to our clients, a passion for the markets and the belief that wise investing can make a difference in people’s lives led to the formation of Middleton & Company in 1984. Our mission is clear; to serve our clients’ investment needs with insight, objectivity and a personalized approach.

Company Overview

Headquarters: 600 Atlantic Avenue 18th Floor Boston, Massachusetts 02210 United States
Website: middletonco.com
SIC Code: 6282 - Investment Advice
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1984
Employees: 11-50