BRAUN-BOSTICH & ASSOCIATES INC.

1600 Ashwood Drive
Ste 1601
Canonsburg, Pennsylvania 15317
Tel: (724) 942-2639

About BRAUN-BOSTICH & ASSOCIATES INC.

BRAUN-BOSTICH & ASSOCIATES INC, formally registered with the SEC as BRAUN-BOSTICH & ASSOCIATES INC. The firm was established in 05/15/2017. They have over 1 offices throughout the country.

BRAUN-BOSTICH & ASSOCIATES INC. is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $203,658,601 assets under management, offering retirement planning & investment advisory services to 947 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288336
SEC#	801-110570
Assets Managed by Firm	$203,658,601
No. of Clients	947
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	947	$203,658,601
Individuals (other than high net worth individuals)	207	$64,094,170
High net worth individuals	66	$135,908,849
Pension and profit sharing plans	Fewer than 5 clients	$3,609,345
Charitable organizations	Fewer than 5 clients	$46,237

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VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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