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SAGE, RUTTY & CO., INC.
ROCHESTER, NY
585-232-3760
SEC #801-35917Total AUM
$3.5B
Employees
36Clients
8,619Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 CORPORATE WOODS
SUITE 300
ROCHESTER
NY 14623
United States
SUITE 300
ROCHESTER
NY 14623
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
585-232-3760
Financials
Total AUM
$3.5B
Accounts
8,163Discretionary
$1.8B
Accounts
3,974Non-Discretionary
$1.7B
Accounts
4,189
Clients
Individual Clients
6,892AUM
$2.8B
HNW Individual Clients
1,292AUM
$518.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
129AUM
$51.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
300AUM
$121M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLHIILMAMNNCNYTNTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.