Greenbush Financial Group, LLC

Greenbush Financial Group, LLC (CRD# 125500) is a financial advisory firm headquartered in East Greenbush, NY. They manage $115,802,927 in 254 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $455,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at Greenbush Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael R. Ruger
CRD#: 4725366
75 Troy Road, East Greenbush, NY 12061
96
Wealthminder
score

Michael Ruger (CRD# 4725366) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in East Greenbush, NY and has over 13 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.

2
Robert M. Mangold
CRD#: 6433035
75 Troy Road, East Greenbush, NY 12061
88
Wealthminder
score

Robert Mangold (CRD# 6433035) is an Investment Advisor Representative working at Greenbush Financial Group, LLC in East Greenbush, NY and has 1 year of experience in the finance industry.

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