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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal eagleSummit +more
- Established Date
- 10-03-2022
- Office Locations
- 1
Office Locations
About Brookline Wealth, LLC
Brookline Wealth, LLC is an Austin, Texas RIA providing unbiased wealth guidance and strategic systems, combining financial/wealth planning with portfolio construction and ongoing asset management. The firm serves retail and institutional relationships and builds diversified allocations using vehicles such as ETFs and mutual funds, with meaningful U.S. government/agency bond exposure. Custody is primarily at Charles Schwab and the team leverages platforms including Addepar and RightCapital.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM RUSSELL HULL
Chief Compliance Officer, Founder, PRINCIPAL
- CRD
- #5827223
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $144,291,706 | $853,797 |
| Non-Discretionary | $4,665,940 | $518,438 |
| Total | $148,957,646 | $836,841 |
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Separately Managed Accounts
Total SMA Asset: $148,957,646
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $373,226,783 | 7.6% |
| Cash | $628,592,476 | 12.8% |
| Public Funds | $834,849,382 | 17.0% |
| U.S. Government/Agency | $1,512,550,646 | 30.8% |
| Private Funds | $1,561,659,433 | 31.8% |
| Total | $4,910,878,720 | 100.0% |