100 Corporate Woods
Suite 300
Rochester, New York 14623
Tel: 585-232-3760
SAGE, RUTTY & CO, INC, formally registered with the SEC as SAGE, RUTTY & CO, INC. The firm was established in 01/26/1990. They have over 1 offices throughout the country.
SAGE, RUTTY & CO., INC. is a Rochester, New York based Financial Planning firm with nearly $2,465,463,619 assets under management, offering retirement planning & investment advisory services to 6934 clients. The firm is staffed with 39 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 3254 |
SEC# | 801-35917 |
Assets Managed by Firm | $2,465,463,619 |
No. of Clients | 6934 |
No. of Advisors | 39 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 6934 | $2,465,463,619 |
Individuals (other than high net worth individuals) | 5754 | $2,044,608,980 |
High net worth individuals | 971 | $345,164,906 |
Charitable organizations | 36 | $14,053,143 |
Corporations or other businesses | 173 | $61,636,590 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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