Braun-Bostich & Associates Inc.
● SEC registered since 2017CRD 288336SEC# 801-110570Canonsburg, PA
Reg. AUM
$249.6M
Employees
7
Accounts
972
Location
Canonsburg, PA
Braun-Bostich & Associates Inc. assets under management
Braun-Bostich & Associates Inc. is an SEC-registered investment adviser based in Canonsburg, PA. The firm has been registered since 2017. It reports $249.6 million in regulatory assets under management and employs 7 people.
Braun-Bostich & Associates Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jo Braun-Bostich Control | Owner, Chief Executive Officer, And Private Wealth Advisor | 50-75% | 2017 |
| Cassandra Lynn Kirby | Chief Operating Officer, Chief Compliance Officer, And Private Wealth Advisor | 25-50% | 2018 |
Frequently asked questions
How much does Braun-Bostich & Associates Inc. manage?
Braun-Bostich & Associates Inc. reports $249.6 million in regulatory assets under management on its Form ADV.
How many employees does Braun-Bostich & Associates Inc. have?
Braun-Bostich & Associates Inc. reports 7 employees.
Where is Braun-Bostich & Associates Inc. located?
Braun-Bostich & Associates Inc. is based in Canonsburg, PA and has been SEC-registered since 2017.
Does Braun-Bostich & Associates Inc. disclose fund performance?
Braun-Bostich & Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1600 Ashwood Drive, Ste 1601, Canonsburg, PA 15317 |
| Phone | (724) 942-2639 |
| Fax | (724) 746-1782 |
| Office hours | M-Th 8:30a.m. - 5:00p.m. And F 8:30a.m. - 2:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1740842 |
| Discloses disciplinary history | No |
Regulatory AUM
$249.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$249.6Mregulatory AUM
Discretionary $244.7MNon-discretionary $5M