Brookline Investments, Inc.

Brookline Investments, Inc. (CRD# 109239) is a financial advisory firm headquartered in Birmingham, AL. They manage $331,639,846 in 33 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
2830 Cahaba Road, Suite 100, Birmingham, AL 35223
https://www.instagram.com/camponeventures/
By the Numbers
  • Total Assets Under Management
    332
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $10,049,692
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
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 - 1 of 1 top financial advisors.
1
James Twiford, financial advisor Birmingham AL
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 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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