Overview
Assets Under Management: $204 million
Headquarters: CANONSBURG, PA
High-Net-Worth Clients: 112
Average Client Assets: $1 million
Frequently Asked Questions
BRAUN-BOSTICH & ASSOCIATES INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288336), BRAUN-BOSTICH & ASSOCIATES INC. is subject to fiduciary duty under federal law.
BRAUN-BOSTICH & ASSOCIATES INC. is headquartered in CANONSBURG, PA.
BRAUN-BOSTICH & ASSOCIATES INC. serves 112 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, BRAUN-BOSTICH & ASSOCIATES INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BRAUN-BOSTICH & ASSOCIATES INC. manages $204 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, BRAUN-BOSTICH & ASSOCIATES INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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