Middleton Gardiner Group, LLC (Severna Park)
Middleton Gardiner Group, LLC is a large advisory firm based in Severna Park. It manages $168.74 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, Pennsylvania, and Virginia.
Middleton Gardiner Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Middleton Gardiner Group: assets under management
The assets under management (AUM) of Middleton Gardiner Group, LLC is $168.74 million. The firm's AUM has grown by 275% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Middleton Gardiner Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Severna Park
The principal office where Middleton Gardiner Group, LLC performs its advisory services is located at 572 Baltimore Annapolis Blvd, Severna Park, MD 21146, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-975-0099 or by fax 443-557-0862. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.middletongardinergroup.com.
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