Overview
Assets Under Management: $498 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 274
Average Client Assets: $704,749
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 274
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.76
Average High-Net-Worth Client Assets: $704,749
Total Client Accounts: 827
Discretionary Accounts: 748
Non-Discretionary Accounts: 79
Regulatory Filings
CRD Number: 125500
Last Filing Date: 2025-02-26 00:00:00
Website: https://greenbushfinancial.com