Brookline Investments, Inc.

Brookline Investments, Inc. (CRD# 109239) is a financial advisory firm headquartered in Birmingham, AL. They manage $120,579,372 in 71 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $1,698,301
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, GA, TN, WI

Financial Advisors at Brookline Investments, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert B. Jacobus
CRD#: 2912385
2501 20th Place South, Suite 275, Birmingham, AL 35223
93
Wealthminder
score

Robert Jacobus (CRD# 2912385) is an Investment Advisor Representative working at Brookline Investments, Inc. in Birmingham, AL and has over 19 years of experience in the finance industry.

2
Laree P. Kennedy
CRD#: 2910808
2501 20th Place South, Suite 275, Birmingham, AL 35223
93
Wealthminder
score

Laree Kennedy (CRD# 2910808) is an Investment Advisor Representative working at Brookline Investments, Inc. in Birmingham, AL and has over 19 years of experience in the finance industry.

3
James R. Twiford
CRD#: 2210271
2501 20th Place South, Suite 275, Birmingham, AL 35223
93
Wealthminder
score

James Twiford (CRD# 2210271) is an Investment Advisor Representative working at Brookline Investments, Inc. in Birmingham, AL and has over 23 years of experience in the finance industry.

4
Madding King
CRD#: 2784584
2501 20th Place South, Suite 275, Birmingham, AL 35223
83
Wealthminder
score

Madding King (CRD# 2784584) is an Investment Advisor Representative working at Brookline Investments, Inc. in Birmingham, AL and has over 9 years of experience in the finance industry.

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