Rulison & Co Inc is a large advisory firm based in Rochester. It manages $160.69 million of regulatory assets for 400 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Rulison & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rulison & Co Inc is $160.69 million. The firm's AUM has gone down by -86% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rulison & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert John Fischer has been acting as President since 1 Oct 2001. Christopher Charles Hayes has served as the Chief Investment Officer since 1 Apr 1997. Susan Lynn Herney joined the executive team most recently as the Compliance Officer.
The principal office where Rulison & Co Inc performs its advisory services is located at 400 Andrews Street, Rochester, NY 14604, which is also the mailing address of the firm. An additional office of the firm is in Richmondville, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 716-325-0900 or by fax 716-325-0906. The normal business hours are 8:30am-4:30pm on Monday - Friday.