Tech stack
No one at Greenbush Financial Group, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Pershing
Per Form ADV · $236M held · filed Nov 2024
G
Great West Trust Company
Per Form ADV · $72M held · filed Nov 2024
M
Matrix Trust
Per Form ADV · $59M held · filed Nov 2024
R
Reliance Trust Company
Per Form ADV · $40M held · filed Nov 2024