$616.5M Total AUM
$393.4M Disc. AUM
-- 3Y CAGR
6 Employees
825 ADV. Clients
14 yrs Firm Age
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- Custodian
- Empower · Fidelity/NFS · Matrix Trust · Reliance Trust Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-2012
- Office Locations
- 1
Office Locations
159 Wolf Road Suite 101 Albany NY
About Greenbush Financial Group, LLC
Greenbush Financial Group, LLC is a Albany-based RIA. The firm has been operating for 14 years. Managing $616.5M in total assets under management, with 3 advisory representatives. They custody assets with Empower and Fidelity/NFS.
Team overview
50 AVG AGE
$205.5M AVG AUM / ADVISOR
$747.3K AVG AUM / CLIENT
7.8 yrs AVG TENURE
6 Employees
3 Advisory Reps
4 RIA Reps
14yrs Firm Age
Insights
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL R. RUGER
Chief Investment Officer, PARTNER
- CRD
- #4725366
- Ownership
- 25% but less than 50%
Available
Available
Available
DAVID MICHAEL WOJESKI
Partner
- CRD
- #4320792
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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Bradley Scott Harkness
Investment Advisor
- CRD
- #5830242
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,437,070 | $325,424 |
| Non-Discretionary | $223,102,786 | $2,824,086 |
| Total | $616,539,856 | $478,680 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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