← Tributary

BROOKLINE INVESTMENTS, INC.

BIRMINGHAM, AL · CRD 109239 · IAPD ↗ · 205-263-2332

$281.5MRegulatory AUM
2Advisory reps
3Employees
33Clients
n/aPlanning clients
7Private funds
10States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
May 2026 — BROOKLINE INVESTMENTS, INC. reported RAUM down 30% ($402.6M -> $281.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.