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B&C FINANCIAL ADVISORS
BUTENSKY & COHEN FINANCIAL SECURITY INC
CRD 110295 · SEC 801-55533
110 PROFESSIONAL DRIVE, SUITE 101, PONTE VEDRA BEACH, FL, 32082, United States
Phone
904-273-9850
Fax
904-273-6920
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$626.0M
Discretionary AUM
$613.9M
Team
12 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 392 | $131.6M |
| High net worth individuals | 146 | $470.3M |
| Corporations/business entities | 5 | $22.5M |
States served
CA, GA, LA, NJ, NY, NC, PA, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD