Overview
Assets Under Management: $546 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 127
Average Client Assets: $3 million
Frequently Asked Questions
BUTENSKY & COHEN FINANCIAL SECURITY INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110295), BUTENSKY & COHEN FINANCIAL SECURITY INC is subject to fiduciary duty under federal law.
BUTENSKY & COHEN FINANCIAL SECURITY INC is headquartered in PONTE VEDRA BEACH, FL.
BUTENSKY & COHEN FINANCIAL SECURITY INC serves 127 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, BUTENSKY & COHEN FINANCIAL SECURITY INC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BUTENSKY & COHEN FINANCIAL SECURITY INC manages $546 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, BUTENSKY & COHEN FINANCIAL SECURITY INC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,257
Discretionary Accounts: 1,232
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 110295
Last Filing Date: 2025-02-25 00:00:00
Website: https://bandcfinancial.com