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Middleton Finanical Management LLC (Clinton)


Middleton Finanical Management LLC is an adviser based in Clinton. It manages $53.07 million of regulatory assets for 234 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of New Jersey and Pennsylvania.

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Middleton Finanical Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Middleton Finanical Management: assets under management

The assets under management (AUM) of Middleton Finanical Management LLC is $53.07 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.91 million in discretionary accounts and $3.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $337.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $36.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Middleton Finanical Management LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clinton

The principal office where Middleton Finanical Management LLC performs its advisory services is located at 1728 Rt 31, Clinton, NJ 08809, which is also the mailing address of the firm. An additional office of the firm is in Annandale, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 908-730-7000 or by fax 908-730-6754. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.brightonfinancial.com.


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