Butensky & Cohen Financial Security Inc is a large advisory firm based in Ponte Vedra Beach. It manages $281.32 million of regulatory assets for 968 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Georgia, and 8 other states.
Butensky & Cohen Financial Security provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Butensky & Cohen Financial Security Inc is $281.32 million. The firm's AUM has grown by 640% since the beginning of its operation, and $6.43 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Butensky & Cohen Financial Security Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jan David Butensky is high net worth individuals with 85 clients and $179.6 million of assets under management. Among the 10 most similar advisory firms, Butensky & Cohen Financial Security has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $267.76 million for 416 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Butensky & Cohen Financial Security doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jan David Butensky has been acting as President since 1 Mar 1995. Allan Abraham Cohen joined the executive team most recently as the President/Ceo.
The principal office where Butensky & Cohen Financial Security Inc performs its advisory services is located at The Butensky & Cohen Building, Ponte Vedra Beach, FL 32082, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 904-273-9850 or by fax 904-273-6920. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at butenskycohen.com.