| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Jo Braun-Bostich Control | Owner, Chief Executive Officer, And Private Wealth Advisor | Over 75% | 2017 |
| Cassandra Lynn Kirby | Chief Operating Officer, Chief Compliance Officer, And Private Wealth Advisor | 10-25% | 2018 |
Braun-Bostich & Associates Inc. reports $221.3 million in regulatory assets under management on its Form ADV.
Braun-Bostich & Associates Inc. reports 7 employees.
Braun-Bostich & Associates Inc. is based in Canonsburg, PA and has been SEC-registered since 2017.
Braun-Bostich & Associates Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $217.2M |
| Non-discretionary | $4.1M |
| Total (RAUM) | $221.3M |