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| Happy Holidays!! thanks for using AUM13F!! |
| Greenbush Financial Group LLC
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| CRD # | 125500 |
| SEC # | 801-73044 |
| CIK # | 0002061818 |
| AUM | $498.2 M (2025-04-17) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 518-477-6686 |
| Address | 159 Wolf Road Albany, NY 12205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002061818 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 12.1 | ||
| Tesla Motors Inc | 3.9 | ||
| Nvidia Corp | 3.8 | ||
| Palo Alto Networks Inc | 3.5 | ||
| Microsoft Corp | 3.1 | ||
| Amazon Com Inc | 2.8 | ||
| Apple Inc | 2.7 | ||
| Alphabet Inc | 2.6 | ||
| Facebook Inc | 2.1 | ||
| Advanced Micro Devices Inc | 1.2 | ||
| Generac Holdings Inc | 1.1 | ||
| MicroStrategy Inc | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 395 | 80.3 |
| (b) Individuals (high net worth individuals) | 274 | 193.1 |
| (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 | 143 | 218.1 |
| (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 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 827 | 498.2 |
| By Discretionary | ||
| Discretionary | 748 | 297.3 |
| Non-Discretionary | 79 | 200.9 |
| Total | 827 | 498.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 498.2 | |
| Total | 827 | 498.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002061818] |
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|---|---|---|
|
Creekside Partners Financial Advisers LLC
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|
CA | 0.5 |
|
Weinand Financial Inc
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WA | 0.5 |
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Highland Financial Advisors LLC
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NJ | 0.5 |
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Hilltop Wealth Advisors LLC
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NC | 0.5 |
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Nepsis Inc
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MN | 0.5 |
|
Harpswell Capital Advisors LLC
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ME | 0.5 |
|
GEN Financial Management Inc
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|
MN | 0.5 |
|
Alta Wealth Advisors LLC
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|
MA | 0.5 |
|
Guidance Point Advisors LLC
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|
0.5 | |
|
OLIO Financial Planning LLC
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|
VA | 0.5 |