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Building 2BRAUN-BOSTICH & ASSOCIATES INC.

Map pinCANONSBURG, PA
Phone(724) 942-2639
NotebookSEC #801-110570
Total AUM
$249.6M
Employees
7
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1600 ASHWOOD DRIVE
STE 1601
CANONSBURG
PA 15317
United States
Operating Hours
M-TH 8:30AM - 5:00PM AND F 8:30AM - 2:00PM
Monday - Friday
Phone
(724) 942-2639

ReceiptFinancials

Total AUM
$249.6M
Accounts
972
Discretionary
$244.7M
Accounts
932
Non-Discretionary
$5M
Accounts
40

ContactClients

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Individual Clients
179
AUM
$56.4M
HNW Individual Clients
90
AUM
$188.2M
Pension/Profit Sharing Plan Clients
1
AUM
$5M
Charitable Organization Clients
1
AUM
$58.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOHPASCTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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