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| Greenbush Financial Group LLC
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|---|---|
| CRD # | 125500 |
| SEC # | 801-73044 |
| CIK # | 0002061818 |
| AUM | 616.5 M (2026-01-30) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 518-477-6686 |
| Address | 159 Wolf Road Albany, NY 12205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 16.3 | ||
| Tesla Motors Inc | 5.5 | ||
| Alphabet Inc | 4.7 | ||
| Nvidia Corp | 4.6 | ||
| Apple Inc | 4.6 | ||
| Amazon Com Inc | 3.2 | ||
| Palo Alto Networks Inc | 3.1 | ||
| Microsoft Corp | 2.7 | ||
| Advanced Micro Devices Inc | 2.0 | ||
| Facebook Inc | 1.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 448 | 119.0 |
| (b) Individuals (high net worth individuals) | 200 | 244.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 146 | 245.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 7.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,288 | 616.5 |
| By Discretionary | ||
| Discretionary | 1,209 | 393.4 |
| Non-Discretionary | 79 | 223.1 |
| Total | 1,288 | 616.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 616.5 | |
| Total | 1,288 | 616.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002061818] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 25 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sovereign Wealth Advisors LLC
✚
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TX | 625.1 M |
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Hapanowicz & Associates Financial Services Inc
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WA | 617.7 M |
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|
West Wealth Group LLC
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|
Hiltop Partners LLC
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|
Catalina Capital Group LLC
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CA | 616.3 M |
|
Darwin Wealth Management LLC
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FL | 614.5 M |
|
Weinand Financial Inc
✚
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|
Wise Planning Inc
✚
|
610.3 M |