Adviser Profile
| As of Date | 08/24/2024 |
| Registration status | Registration Changed to BROOKLINE WEALTH, LLC |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 128,647,888 63% |
| of that, discretionary | 128,647,888 63% |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,054,491 49% |
| % High Net Worth | 96.43% 0% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds