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Cassandra Lynn Kirby

BRAUN-BOSTICH & ASSOCIATES INC.·CANONSBURG, Pennsylvania
Unclaimed Profile
1600 ASHWOOD DRIVE, CANONSBURG, PA 15317CRD# 4449859Firm CRD# 288336
01

About

Cassandra Lynn Kirby is a registered financial advisor based in CANONSBURG, Pennsylvania, affiliated with BRAUN-BOSTICH & ASSOCIATES INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRAUN-BOSTICH & ASSOCIATES INC.
BRAUN-BOSTICH & ASSOCIATES INC.
AUM
$204M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BRAUN-BOSTICH & ASSOCIATES INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4449859
Firm CRD# 288336
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cassandra Lynn Kirby offer?
Cassandra Lynn Kirby specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.
What are Cassandra Lynn Kirby's credentials?
Cassandra Lynn Kirby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cassandra Lynn Kirby located?
Cassandra Lynn Kirby is based in CANONSBURG, Pennsylvania, working with BRAUN-BOSTICH & ASSOCIATES INC.. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.
How does Cassandra Lynn Kirby charge for services?
Cassandra Lynn Kirby's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRAUN-BOSTICH & ASSOCIATES INC.?
BRAUN-BOSTICH & ASSOCIATES INC. has approximately 7 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CANONSBURG
Scott Andrew Hefty — NETWORTH ADVISORS, LLCMichael Mark Evans — GRANT STREET ASSET MANAGEMENT INCPatrick T Evans — GRANT STREET ASSET MANAGEMENT INCRebecca Aileen Bryan — BRYAN ADVISORY SERVICES, LLCRyan Patrick Neupaver — SANTORI & PETERS, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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