Greenbush Financial Group, LLC

RIASEC Registered

Total AUM

$617M

Discretionary

$393M

64% of AUM

Avg account

$479K

Accounts

1,288

Employees

Advisory reps

Firm details

Headquarters: Albany, New York
CRD number: 125500
Registered since: February 10, 2012
Website: www.greenbushfinancial.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, EMPOWER TRUST COMPANY, MATRIX SECURITIES, INC., RELIANCE TRUST COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans39.87%
HNWI39.69%
Individuals19.29%
Corporations / Businesses1.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of Periodicals

Firm profile

FINTRX

Overview

Greenbush Financial Group, LLC is an independent registered investment adviser that has been registered with the SEC since 2012. The firm operates as an LLC owned by an individual and serves a mix of individual, family and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting and the publication of periodicals or newsletters. The firm also acts as an insurance broker and lists an accountant among its industry affiliations. Greenbush offers multiple fee arrangements—percentage of AUM, hourly, fixed fees, commissions and performance-based fees—while indicating it is not an active ESG investor.