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Greenbush Financial Group, LLC

● SEC registered since 2012CRD 125500SEC# 801-73044Albany, NY
Export (members)
Reg. AUM
$498.2M
Employees
6
Accounts
827
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 $498.2 million in regulatory assets under management and employs 6 people.
www.facebook.com/greenbushfinancialView on SEC.gov ↗

Greenbush Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
David Michael Wojeski ControlPartner25-50%2000
Michael R. Ruger ControlPartner25-50%2007
Robert Michael Mangold ControlPartner And Chief Compliance Officer10-25%2022

Frequently asked questions

How much does Greenbush Financial Group, LLC manage?

Greenbush Financial Group, LLC reports $498.2 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

Address159 Wolf Road, Suite 101, Albany, NY 12205
Phone518-477-6686
Fax518-350-7607
Office hours8:30a.m. - 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$297.3M
Non-discretionary$200.9M
Total (RAUM)$498.2M