Douglas
Bostich

Braun-Bostich & Associates Inc

CRD#2327303
Investment Advisor
in Canonsburg, PA

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About this Advisor

Douglas Bostich is a financial advisor based in Canonsburg, Pennsylvania, working with Braun-Bostich & Associates Inc. Douglas has previously held positions at Ameriprise Financial Services, Inc and Braun-Bostich & Associates Inc. Douglas has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Douglas is part of Braun-Bostich & Associates Inc, which operates out of Canonsburg, Pennsylvania. The firm has 7 employees and manages assets totaling $203.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Braun-Bostich & Associates Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1600 Ashwood Drive Ste 1601
Canonsburg, PA 15317

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Braun-Bostich & Associates Inc Brokerage Details

Total Assets Under Management

$203,658,601

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

947

PA Average: 3,342
Average Account Size

$215,057

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Douglas Bostich Work History

2017 - Present (7 years)

Braun-Bostich & Associates Inc

2005 - 2017 (12 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Douglas Bostich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Braun-Bostich & Associates Inc

Tammy Pompei
Canonsburg, PA
Amy Braun-Bostich
Canonsburg, PA
Douglas Bostich
Canonsburg, PA
Cassandra Kirby
Canonsburg, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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