Greenbush Financial Group, LLC
Greenbush Financial Group, LLC is an SEC-registered mass-market adviser in Albany, NY with $616.5M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Greenbush Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125500, SEC 801-73044, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $616.5M (2026-01-30)
- Firm type
- Mass-Market Adviser
- Location
- Albany, NY
- Employees
- 6
- Clients
- 800
- CRD
- 125500
- Ownership
- MANGOLD, ROBERT, MICHAEL; WOJESKI, DAVID, MICHAEL; RUGER, MICHAEL, R.
How much AUM does Greenbush Financial Group, LLC have?
Greenbush Financial Group, LLC reported $616.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Greenbush Financial Group, LLC?
Disclosed owners and executives of Greenbush Financial Group, LLC include MANGOLD, ROBERT, MICHAEL, WOJESKI, DAVID, MICHAEL, RUGER, MICHAEL, R.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.