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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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CRM
Custodian
Investment Themes
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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
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DOUGLAS GEORGE BOSTICH
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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