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SAGE, RUTTY & CO., INC.
CRD 3254 · SEC 801-35917
100 CORPORATE WOODS, SUITE 300, ROCHESTER, NY, 14623, United States
Phone
585-232-3760
Fax
866-902-0273
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.46B
Discretionary AUM
$1.80B
Team
36 total employees; 33 advisory reps; 60 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6892 | $2.77B |
| High net worth individuals | 1292 | $518.7M |
| Charitable organizations | 129 | $51.9M |
| Corporations/business entities | 300 | $121.0M |
States served
AZ, CA, IL, MA, MN, NY, NC, TN, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD