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GREENBUSH FINANCIAL GROUP, LLC
CRD 125500File 801-73044
APPROVED
Retail clients
Filing as of Aug 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$616.5M
Above cohort median (national)
Discretionary AUM
$393.4M
Non-discretionary $223.1M
Clients
800
1,288 accounts
Employees
6
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 10, 2012
- Principal office
- 159 WOLF ROAD, SUITE 101, ALBANY, NY, 12205
- Phone
- 518-477-6686
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $616.5M
- Discretionary AUM
- $393.4M
- Non-discretionary AUM
- $223.1M
- Discretionary accounts
- 1,209
- Non-discretionary accounts
- 79
- Total accounts
- 1,288
- AUM per client
- $771K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $7.1M |
| High net worth individuals | 200 | $244.7M |
| Pension and profit sharing plans | 146 | $245.8M |
| Individuals (other than high net worth individuals) | 448 | $119.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Hourly charges
- Other (described) — REVIEW AND MONITORING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.