Brookline Investments, Inc.
Brookline Investments, Inc. is an SEC-registered wealth manager in Birmingham, AL with $281.5M assets under management (AUM, regulatory AUM), -30% over one year. See who owns Brookline Investments, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109239, SEC 801-57057, data through 2026-06-05.
- AUM (assets under management / regulatory AUM)
- $281.5M (2026-06-05)
- Firm type
- Wealth Manager
- Location
- Birmingham, AL
- Employees
- 3
- Clients
- 33
- CRD
- 109239
- Ownership
- BILLS, PATRICIA, ALLEN; HIGHLAND CAPITAL HOLDING CORPORATION; DUKE, KEITH, D; COLLIER, JOHN, FORREST; TWIFORD, JAMES, RAINER
How much AUM does Brookline Investments, Inc. have?
Brookline Investments, Inc. reported $281.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-05).
Who owns Brookline Investments, Inc.?
Disclosed owners and executives of Brookline Investments, Inc. include BILLS, PATRICIA, ALLEN, HIGHLAND CAPITAL HOLDING CORPORATION, DUKE, KEITH, D, COLLIER, JOHN, FORREST, TWIFORD, JAMES, RAINER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.