LP Profile

Greenbush Financial Group

Also known as greenbush financial

Wealth ManagerAlbany, United StatesFounded 2000
$489M
Assets Under Management
Albany
Headquarters
Investment Focus

About Greenbush Financial Group

Greenbush Financial Group is a wealth manager based in Albany, US. Founded in 2000. Reported AUM: 489 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Greenbush Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$616.5M
Total Clients
1,288
Filing Date
January 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Greenbush Financial Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Greenbush Financial Group?

Greenbush Financial Group is a wealth manager based in Albany, United States, managing approximately $489M in assets.

Where is Greenbush Financial Group headquartered?

Greenbush Financial Group is headquartered in Albany, United States.

How much does Greenbush Financial Group manage?

Greenbush Financial Group manages approximately $489M in assets under management.

When was Greenbush Financial Group founded?

Greenbush Financial Group was founded in 2000.

How can I contact Greenbush Financial Group?

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