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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-15-2017
- Office Locations
- 1
Office Locations
About Braun-Bostich & Associates Inc.
Braun-Bostich & Associates is a Pittsburgh-area wealth management and financial planning firm serving retirees/pre-retirees, families and business owners, plus physicians and higher-ed professionals with complex benefits and cash-flow needs. The CFP professionals build and continuously monitor holistic plans spanning retirement, risk management and legacy goals, typically implementing portfolios with ETFs and public funds. Leadership has been quoted in outlets including Barron's and Forbes.
Reported data analysis
What the numbers show
Between March 18, 2025 and April 7, 2026, reported AUM increased 12.8%, from $221.3M to $249.6M.
Across 5 reported observations, AUM increased 17.7% between March 14, 2022 and April 7, 2026, from $212.0M to $249.6M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 4 advisory representatives and 269 clients, or 67.3 clients per representative. That equates to $928.0K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- CRM
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Owner & Executives
AMY JO BRAUN-BOSTICH
Chief Executive Officer, Owner, PRIVATE WEALTH ADVISOR
- CRD
- #1710451
- Ownership
- 50% but less than 75%
CASSANDRA LYNN KIRBY
Chief Compliance Officer, CHIEF OPERATING OFFICER, PRIVATE WEALTH ADVISOR
- CRD
- #4449859
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
DOUGLAS GEORGE BOSTICH
Financial Planning Specialist & Compliance Manager
- CRD
- #2327303
Tammy Lynn Pompei
Financial Planner
- CRD
- #6590708
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,680,120 | $262,532 |
| Non-Discretionary | $4,958,465 | $123,962 |
| Total | $249,638,585 | $256,830 |
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Separately Managed Accounts
SMA allocation detail is available
Braun-Bostich & Associates Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Braun-Bostich & Associates Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.