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GREENBUSH FINANCIAL GROUP, LLC
CRD 125500 · SEC 801-73044
159 WOLF ROAD, SUITE 101, ALBANY, NY, 12205, United States
Phone
518-477-6686
Fax
518-350-7607
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$616.5M
Discretionary AUM
$393.4M
Team
6 total employees; 3 advisory reps; 25 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions; Performance-based fees; REVIEW AND MONITORING FEES
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 448 | $119.0M |
| High net worth individuals | 200 | $244.7M |
| Pension/profit sharing plans | 146 | $245.8M |
| Corporations/business entities | 6 | $7.1M |
States served
CA, ME, MA, NJ, NY, NC, PA, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD