Greenbush Financial Group, LLC

RIASEC RegisteredEst. 2012

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 organized as an LLC and operating since 2012. The firm serves both individual and family clients as well as institutional accounts, and it combines traditional advisory services—financial planning, portfolio management for individuals and small businesses, pension consulting—with insurance brokerage activity and periodic publications. Its fee schedule is broad, including percentage-of-AUM pricing alongside hourly and fixed fees, commissions, and performance-based arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.