Overview
Assets Under Management: $204 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 112
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.56
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 947
Discretionary Accounts: 903
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 288336
Last Filing Date: 2024-03-20 00:00:00
Website: https://braun-bostich.com