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Building 2GREENBUSH FINANCIAL GROUP, LLC

Map pinALBANY, NY
Phone518-477-6686
NotebookSEC #801-73044
Total AUM
$616.5M
Employees
6
Clients
800

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
159 WOLF ROAD
SUITE 101
ALBANY
NY 12205
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
518-477-6686

ReceiptFinancials

Total AUM
$616.5M
Accounts
1,288
Discretionary
$393.4M
Accounts
1,209
Non-Discretionary
$223.1M
Accounts
79

ContactClients

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Individual Clients
448
AUM
$119M
HNW Individual Clients
200
AUM
$244.7M
Pension/Profit Sharing Plan Clients
146
AUM
$245.8M
Corporation or Business Clients
6
AUM
$7.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
REVIEW AND MONITORING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENCNHNJNYPASCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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