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SAGE, RUTTY & CO., INC.

100 Corporate Woods
Suite 300
Rochester, New York 14623
Tel: 585-232-3760

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About SAGE, RUTTY & CO., INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#3254
SEC#801-35917
Assets Managed by Firm$2,465,463,619
No. of Clients6934
No. of Advisors39

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total6934$2,465,463,619
Individuals (other than high net worth individuals)5754$2,044,608,980
High net worth individuals971$345,164,906
Charitable organizations36$14,053,143
Corporations or other businesses173$61,636,590

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