GREENBUSH FINANCIAL GROUP, LLC

159 Wolf Road
Suite 101
Albany, New York 12205
Tel: 518-477-6686

About GREENBUSH FINANCIAL GROUP, LLC

GREENBUSH FINANCIAL GROUP, LLC, formally registered with the SEC as GREENBUSH FINANCIAL GROUP, LLC. The firm was established in 02/10/2012. They have over 2 offices throughout the country.

GREENBUSH FINANCIAL GROUP, LLC is a Albany, New York based Financial Planning firm with nearly $498,155,634 assets under management, offering retirement planning & investment advisory services to 827 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125500
SEC#	801-73044
Assets Managed by Firm	$498,155,634
No. of Clients	827
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based
Performance Based
Other (REVIEW AND MONITORING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	827	$498,155,634
Individuals (other than high net worth individuals)	395	$80,349,016
High net worth individuals	274	$193,101,370
Pension and profit sharing plans	143	$218,105,449
Corporations or other businesses	6	$6,599,799

More Retirement Planning firms in Albany, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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