Mia
Kovacs

Bill Few Associates, Inc

CRD#5778870
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Mia Kovacs is a certified financial planner who works in Pittsburgh, Pennsylvania, with a total of 12 years in the industry. Kovacs currently works for Bill Few Associates, Inc. During their career, the advisor has held roles at Ubs Financial Services Inc, Bill Few Securities, Inc and Bill Few Associates, Inc. Kovacs holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Bill Few Associates, Inc is a financial advisory company based out of Pittsburgh, Pennsylvania. The company has offices in two locations and a total of 30 people on staff. It handles $2 billion in total assets among its 5,354 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 5,354 client accounts, just 1% are held by high-net-worth investors who have greater than $1 million in investable assets. Bill Few Associates, Inc provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on the type of financial services. However, fees billed by Bill Few Associates, Inc can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

740 Washington Road Suite 100
Pittsburgh, PA 15228

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Bill Few Associates, Inc Brokerage Details

Total Assets Under Management

$1,702,572,192

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

30

PA Average: 41
Total Number of Accounts

5,354

PA Average: 3,342
Average Account Size

$318,000

PA Average: $4,737,880

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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
  • Educational seminars/workshops

Mia Kovacs Work History

Mia has 12 years of experience.

2015 - Present (8 years)

Bill Few Associates, Inc

2015 - 2021 (6 years)

Bill Few Securities, Inc

2010 - 2015 (5 years)

Ubs Financial Services Inc

Disclosures

Mia Kovacs has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bill Few Associates, Inc

Andrew Demosthenous
Pittsburgh, PA
Emily Marzina
Pittsburgh, PA
Mia Kovacs
Pittsburgh, PA
Peter Belcastro
Pittsburgh, PA
Daniel Zippel
Pittsburgh, PA
William Nichols
Pittsburgh, PA
Susan Faust
Pittsburgh, PA
Brian Jourdan
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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