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Butensky & Cohen Financial Security Inc

● SEC registered since 1998CRD 110295SEC# 801-55533Ponte Vedra Beach, FL
Export (members)
Reg. AUM
$546.2M
Employees
12
Accounts
1,257
Location
Ponte Vedra Beach, FL

Butensky & Cohen Financial Security Inc assets under management

Butensky & Cohen Financial Security Inc is a registered investment adviser overseen by the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 1998. It reports $546.2 million in regulatory assets under management and employs 12 people.

Butensky & Cohen Financial Security Inc owners & executives

5 reported
NameTitleOwnershipSince
Adam Thomas Oerther ControlVice President5-10%2021
Allan Abraham Cohen ControlPresident/Ceo10-25%2018
Jacqueline Ann Bos ControlChief Compliance Officer And Vice President25-50%2009
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Frequently asked questions

How much does Butensky & Cohen Financial Security Inc manage?

Butensky & Cohen Financial Security Inc reports $546.2 million in regulatory assets under management on its Form ADV.

How many employees does Butensky & Cohen Financial Security Inc have?

Butensky & Cohen Financial Security Inc reports 12 employees.

Where is Butensky & Cohen Financial Security Inc located?

Butensky & Cohen Financial Security Inc is based in Ponte Vedra Beach, FL and has been SEC-registered since 1998.

Does Butensky & Cohen Financial Security Inc disclose fund performance?

Butensky & Cohen Financial Security Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address110 Professional Drive, Suite 101, Ponte Vedra Beach, FL 32082
Phone904-273-9850
Fax904-273-6920
Office hours8:30 a.m. - 5:00 p.m. (M-Th); 8:30 a.m. - 4:00 p.m. (Friday)
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$535.5M
Non-discretionary$10.7M
Total (RAUM)$546.2M