Greenbush Financial Group, LLC
● SEC registered since 2012CRD 125500SEC# 801-73044Albany, NY
Reg. AUM
$616.5M
Employees
6
Accounts
1,288
Location
Albany, NY
Greenbush Financial Group, LLC assets under management
Greenbush Financial Group, LLC is an SEC-registered investment adviser based in Albany, NY. The firm has been registered since 2012. It reports $616.5 million in regulatory assets under management and employs 6 people.
Greenbush Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Michael Wojeski Control | Partner | 25-50% | 2000 |
| Michael R. Ruger Control | Partner | 25-50% | 2007 |
| Robert Michael Mangold Control | Partner And Chief Compliance Officer | 10-25% | 2022 |
Frequently asked questions
How much does Greenbush Financial Group, LLC manage?
Greenbush Financial Group, LLC reports $616.5 million in regulatory assets under management on its Form ADV.
How many employees does Greenbush Financial Group, LLC have?
Greenbush Financial Group, LLC reports 6 employees.
Where is Greenbush Financial Group, LLC located?
Greenbush Financial Group, LLC is based in Albany, NY and has been SEC-registered since 2012.
Does Greenbush Financial Group, LLC disclose fund performance?
Greenbush Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 159 Wolf Road, Suite 101, Albany, NY 12205 |
| Phone | 518-477-6686 |
| Fax | 518-350-7607 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$616.5M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$616.5Mregulatory AUM
Discretionary $393.4MNon-discretionary $223.1M