Greenbush Financial Group, LLC
Greenbush Financial Group, LLC (CRD# 125500) is a financial advisory firm headquartered in Albany, NY. They manage $265,690,333 in 498 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management266MILLION
Total Number of Accounts498ACCOUNTS
Average Account Value$533,515
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
CA, FL, NY, TX
Robert Mangold (CRD# 6433035) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 5 years of experience in the finance industry.
Michael Ruger (CRD# 4725366) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in Albany, NY and has over 16 years of experience in the finance industry. Michael Ruger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.