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Home > Retirement Planners > alabama > birmingham > BROOKLINE INVESTMENTS, INC.
BROOKLINE INVESTMENTS, INC.
2830 Cahaba Road
Suite 100
Birmingham, Alabama 35223
Tel: 205-263-2332
About BROOKLINE INVESTMENTS, INC.
BROOKLINE INVESTMENTS, INC, formally registered with the SEC as BROOKLINE INVESTMENTS, INC. The firm was established in 12/16/1999. They have over 1 offices throughout the country.
BROOKLINE INVESTMENTS, INC. is a Birmingham, Alabama based Financial Planning firm with nearly $332,388,099 assets under management, offering retirement planning & investment advisory services to 33 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109239 |
| SEC# | 801-57057 |
| Assets Managed by Firm | $332,388,099 |
| No. of Clients | 33 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PRIVATE FUND INCENTIVE FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 33 | $332,388,099 |
| High net worth individuals | 20 | $33,725,677 |
| Pension and profit sharing plans | 3 | $5,386,859 |
| Corporations or other businesses | 3 | $2,901,649 |
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