Brookline Investments, Inc.

Brookline Investments, Inc. (CRD# 109239) is a financial advisory firm headquartered in Birmingham, AL. They manage $167,830,693 in 47 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $3,570,866
Compensation Options
  • A percentage of assets under your management
  • 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, AR, CO, FL, GA, MS, TN, TX, WA, WI

Financial Advisors at Brookline Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Madding King
CRD#: 2784584
Nashville, TN

Madding King (CRD# 2784584) is an Investment Advisor Representative working at Brookline Investments, Inc. in Nashville, TN and has over 13 years of experience in the finance industry.

2
James R. Twiford
CRD#: 2210271
2830 Cahaba Road, Suite 100, Birmingham, AL 35223

James Twiford (CRD# 2210271) is an Investment Advisor Representative working at Brookline Investments, Inc. in Birmingham, AL and has over 27 years of experience in the finance industry.

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