# Braun-Bostich & Associates

Braun-Bostich & Associates is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/braun-bostich-associates

## Regulatory record

- **CRD number:** 288336
- **SEC file number:** 801-110570
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288336

## About

When your goals are meaningful and your wealth has purpose, you can truly live with intention. | At Braun-Bostich & Associates, we deliver a range of wealth management solutions to individuals, families, and businesses that aid in developing sound financial plans that best meet your goals and financial life needs.

## Questions

### Who runs investment decisions at Braun-Bostich & Associates?

The firm's advisory committee collectively oversees portfolio management, with specific investment professionals named in SEC Form ADV filings. Detailed roles of key decision-makers are not publicly available.

### How does Braun-Bostich source its client base?

The firm serves high-net-worth individuals, trusts, and institutional clients through referrals and its reputation as a registered investment adviser. Public records do not specify proprietary sourcing channels.

### Does the firm participate in fund commitments or direct deals?

Public filings suggest Braun-Bostich primarily allocates to publicly traded securities, ETFs, and mutual funds. No direct deal activity or fund commitments beyond standard advisory roles are documented.

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Last updated: 2026-07-06T01:24:12.928Z

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