Braun-Bostich & Associates Inc.
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 288336
- Registered since
- May 15, 2017
- Website
- braun-bostich.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.4%
- Individuals22.59%
- Pension & Profit Sharing Plans1.99%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Braun-Bostich & Associates Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2017. The firm acts as a capital allocator for individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of third‑party advisers. The firm does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$178M in ETFs
69%
$123M
20%
$55.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $11.7M | 16,710 | 6.59% |
Location
Canonsburg, PA
Washington
Location
Canonsburg, PA
Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 1600 Ashwood Dr
- Time zone
- ET (UTC-5)
- Office locations
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