Greenbush Financial Group, LLC is a large advisory firm based in Albany. It manages $222.06 million of regulatory assets for 470 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Florida, New York, and Texas.
Greenbush Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Greenbush Financial Group, LLC is $222.06 million. The firm's AUM has grown by 412% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Greenbush Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Greenbush Financial Group is pension and profit sharing plans with 41 clients and $125.89 million of assets under management. Among the 8 most similar advisory firms, Greenbush Financial Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $219.15 million for 470 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Greenbush Financial Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Michael R. Ruger has served as the Chief Investment Officer since 1 Sep 2007. David Michael Wojeski joined the executive team most recently as the Partner.
The principal office where Greenbush Financial Group, LLC performs its advisory services is located at 159 Wolf Road, Albany, NY 12205, which is also the mailing address of the firm. An additional office of the firm is in East Greenbush, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 518-477-6686 or by fax 518-694-8058. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at greenbushfinancial.com.