GREENBUSH FINANCIAL GROUP, LLC
CRD #125500 SEC #801-73044 ALBANY, NY 518-477-6686
SEC Registered
Total AUM
$498.2M
Discretionary
$297.3M
Employees
6
Clients
101
Accounts
827
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $498.2M | $297.3M | $200.9M | 6 | 20 |
| Dec 2025 | $498.2M | $297.3M | $200.9M | 6 | 20 |
| Apr 2025 | $498.2M | $297.3M | $200.9M | 6 | 20 |
| Apr 2025 | $498.2M | $297.3M | $200.9M | 6 | 20 |
| Feb 2025 | $498.2M | $297.3M | $200.9M | 6 | 20 |
| Nov 2024 | $410.8M | $236.4M | $174.4M | 5 | 19 |
| Nov 2024 | $410.8M | $236.4M | $174.4M | 5 | 19 |
| Jul 2024 | $410.8M | $236.4M | $174.4M | 5 | 19 |
| Apr 2024 | $410.8M | $236.4M | $174.4M | 5 | 19 |
| Feb 2024 | $410.8M | $236.4M | $174.4M | 5 | 19 |
| Nov 2023 | $363.5M | $188M | $175.5M | 5 | 10 |
| Jul 2023 | $363.5M | $188M | $175.5M | 5 | 10 |
| Mar 2023 | $363.5M | $188M | $175.5M | 5 | 10 |
| Feb 2023 | $363.5M | $188M | $175.5M | 5 | 10 |
| Jan 2022 | $382.7M | $190.3M | $192.3M | 5 | 13 |
| Jan 2022 | $302.8M | $139M | $163.8M | 5 | 7 |
| Oct 2021 | $302.8M | $139M | $163.8M | 5 | 7 |
| Feb 2021 | $302.8M | $139M | $163.8M | 5 | 7 |
| Jun 2020 | $265.7M | $115M | $150.7M | 4 | 10 |
| Jan 2020 | $265.7M | $115M | $150.7M | 4 | 10 |
| Sep 2019 | $222.1M | $96.2M | $125.9M | 4 | 4 |
| Jul 2019 | $222.1M | $96.2M | $125.9M | 4 | 4 |
| Jan 2019 | $222.1M | $96.2M | $125.9M | 4 | 4 |
| Mar 2018 | $185.6M | $84.2M | $101.5M | 4 | 3 |
| Feb 2018 | $185.6M | $84.2M | $101.5M | 4 | 3 |
| Aug 2017 | $134.5M | $59.9M | $74.6M | 4 | 300 |
| Mar 2017 | $134.5M | $59.9M | $74.6M | 4 | 300 |
| Mar 2016 | $115.8M | $51.3M | $64.5M | 4 | 200 |
| Feb 2016 | $115.8M | $51.3M | $64.5M | 4 | 200 |
| Sep 2015 | $108.5M | $51.2M | $57.3M | 5 | 200 |
| Feb 2015 | $108.5M | $51.2M | $57.3M | 5 | 200 |
| Jul 2014 | $79.7M | $38.1M | $41.6M | 3 | 200 |
| Jun 2014 | $79.7M | $38.1M | $41.6M | 3 | 200 |
| Mar 2014 | $79.7M | $38.1M | $41.6M | 3 | 200 |
| Jan 2013 | $52.1M | $25.4M | $26.7M | 3 | 100 |
| Aug 2012 | $43.4M | $18.4M | $25M | 1 | 26 |
| Jan 2012 | $43.4M | $18.4M | $25M | 1 | 26 |
| Jan 2012 | $43.4M | $18.4M | $25M | 1 | 26 |
DateDec 2025
Total AUM$498.2M
Discretionary$297.3M
Non-Disc.$200.9M
Employees6
Clients20
DateDec 2025
Total AUM$498.2M
Discretionary$297.3M
Non-Disc.$200.9M
Employees6
Clients20
DateApr 2025
Total AUM$498.2M
Discretionary$297.3M
Non-Disc.$200.9M
Employees6
Clients20
DateApr 2025
Total AUM$498.2M
Discretionary$297.3M
Non-Disc.$200.9M
Employees6
Clients20
DateFeb 2025
Total AUM$498.2M
Discretionary$297.3M
Non-Disc.$200.9M
Employees6
Clients20
DateNov 2024
Total AUM$410.8M
Discretionary$236.4M
Non-Disc.$174.4M
Employees5
Clients19
DateNov 2024
Total AUM$410.8M
Discretionary$236.4M
Non-Disc.$174.4M
Employees5
Clients19
DateJul 2024
Total AUM$410.8M
Discretionary$236.4M
Non-Disc.$174.4M
Employees5
Clients19
DateApr 2024
Total AUM$410.8M
Discretionary$236.4M
Non-Disc.$174.4M
Employees5
Clients19
DateFeb 2024
Total AUM$410.8M
Discretionary$236.4M
Non-Disc.$174.4M
Employees5
Clients19
DateNov 2023
Total AUM$363.5M
Discretionary$188M
Non-Disc.$175.5M
Employees5
Clients10
DateJul 2023
Total AUM$363.5M
Discretionary$188M
Non-Disc.$175.5M
Employees5
Clients10
DateMar 2023
Total AUM$363.5M
Discretionary$188M
Non-Disc.$175.5M
Employees5
Clients10
DateFeb 2023
Total AUM$363.5M
Discretionary$188M
Non-Disc.$175.5M
Employees5
Clients10
DateJan 2022
Total AUM$382.7M
Discretionary$190.3M
Non-Disc.$192.3M
Employees5
Clients13
DateJan 2022
Total AUM$302.8M
Discretionary$139M
Non-Disc.$163.8M
Employees5
Clients7
DateOct 2021
Total AUM$302.8M
Discretionary$139M
Non-Disc.$163.8M
Employees5
Clients7
DateFeb 2021
Total AUM$302.8M
Discretionary$139M
Non-Disc.$163.8M
Employees5
Clients7
DateJun 2020
Total AUM$265.7M
Discretionary$115M
Non-Disc.$150.7M
Employees4
Clients10
DateJan 2020
Total AUM$265.7M
Discretionary$115M
Non-Disc.$150.7M
Employees4
Clients10
DateSep 2019
Total AUM$222.1M
Discretionary$96.2M
Non-Disc.$125.9M
Employees4
Clients4
DateJul 2019
Total AUM$222.1M
Discretionary$96.2M
Non-Disc.$125.9M
Employees4
Clients4
DateJan 2019
Total AUM$222.1M
Discretionary$96.2M
Non-Disc.$125.9M
Employees4
Clients4
DateMar 2018
Total AUM$185.6M
Discretionary$84.2M
Non-Disc.$101.5M
Employees4
Clients3
DateFeb 2018
Total AUM$185.6M
Discretionary$84.2M
Non-Disc.$101.5M
Employees4
Clients3
DateAug 2017
Total AUM$134.5M
Discretionary$59.9M
Non-Disc.$74.6M
Employees4
Clients300
DateMar 2017
Total AUM$134.5M
Discretionary$59.9M
Non-Disc.$74.6M
Employees4
Clients300
DateMar 2016
Total AUM$115.8M
Discretionary$51.3M
Non-Disc.$64.5M
Employees4
Clients200
DateFeb 2016
Total AUM$115.8M
Discretionary$51.3M
Non-Disc.$64.5M
Employees4
Clients200
DateSep 2015
Total AUM$108.5M
Discretionary$51.2M
Non-Disc.$57.3M
Employees5
Clients200
DateFeb 2015
Total AUM$108.5M
Discretionary$51.2M
Non-Disc.$57.3M
Employees5
Clients200
DateJul 2014
Total AUM$79.7M
Discretionary$38.1M
Non-Disc.$41.6M
Employees3
Clients200
DateJun 2014
Total AUM$79.7M
Discretionary$38.1M
Non-Disc.$41.6M
Employees3
Clients200
DateMar 2014
Total AUM$79.7M
Discretionary$38.1M
Non-Disc.$41.6M
Employees3
Clients200
DateJan 2013
Total AUM$52.1M
Discretionary$25.4M
Non-Disc.$26.7M
Employees3
Clients100
DateAug 2012
Total AUM$43.4M
Discretionary$18.4M
Non-Disc.$25M
Employees1
Clients26
DateJan 2012
Total AUM$43.4M
Discretionary$18.4M
Non-Disc.$25M
Employees1
Clients26
DateJan 2012
Total AUM$43.4M
Discretionary$18.4M
Non-Disc.$25M
Employees1
Clients26