SAGE TREE WEALTH, INC. of FAIRPORT, NY is an SEC-registered investment adviser (CRD 298951). Regulatory assets under management: $32.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Daniel A Monte | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Robert Arthur Christensen | VICE PRESIDENT | — |
| MONTE DANIEL A | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |