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BROOKLINE INVESTMENTS, INC.
BROOKLINE INVESTMENTS, INC.
BIRMINGHAM, Alabama
·
6 registered advisors
·
CRD# 109239
SEC# 801-57057
0
205-263-2332
01
Firm Overview
AUM
$332M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
Other: PRIVATE FUND INCENTIVE FEES
03
Specialties
Investment Management
Retirement Planning
04
Advisors at BROOKLINE INVESTMENTS, INC.
6 registered advisors
Darcy Gail Glenn
BIRMINGHAM, Alabama
CRD# 1420846
Hollis Norman Gieger
BIRMINGHAM, Alabama
CFP
CRD# 4265105
James Edward Andrew Loftin
BIRMINGHAM, Alabama
CFA
CRD# 4910231
James Rainer Twiford
BIRMINGHAM, Alabama
CRD# 2210271
Laree Payne Kennedy
BIRMINGHAM, Alabama
CRD# 2910808
Madding King
BIRMINGHAM, Alabama
CRD# 2784584
05
Office Locations
BIRMINGHAM, Alabama
6 advisors
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Data sourced from SEC Form ADV filings. BROOKLINE INVESTMENTS, INC. (CRD# 109239) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.