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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $801.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 601
      Accounts
    • $1.3M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

9

name start date
Robert Guy Bruch
September 2016
Sargent John K.
January 2003
Donna Marie Scotti
August 2017
Wieland John W
April 1994
Stephen Todd Hibbard
February 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Middleton Fiduciary Services, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Alice Kenney Walsh Board Chairman; Managing Director; Director July, 2016 5% to 10%
      Sargent Jr. John K. Chief Executive Officer; Managing Director; Director July, 2016 5% to 10%
      Eric Norman Gutterson Managing Director; Director May, 2010 less than 5%
      Maria Mccormack Chief Compliance Officer; Managing Director; Director June, 2006 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets