Sydney Irene Kovacs

4 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & Coaching

Burton Enright Welch

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

642 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$1.2B

Fee Structure

Location

1850 Mt. Diablo Boulevard, Suite 335, Walnut Creek, CA, 94596

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Burton Enright Welch

October 2021 - Present · 4 yrs 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.