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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sage Rutty & Co Inc
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|---|---|
| CRD # | 3254 |
| SEC # | 801-35917 |
| CIK # | 0000858401, 0000086172 |
| AUM | $3.0 B (2025-03-07) |
| Employees | 39 (90% Investors, 95% Brokers) |
| Phone | 585-232-3760 |
| Address | 100 Corporate Woods Rochester, NY 14623 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,392 | 2.5 |
| (b) Individuals (high net worth individuals) | 1,078 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 40 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 192 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 7,702 | 3.0 |
| By Discretionary | ||
| Discretionary | 3,089 | 1.3 |
| Non-Discretionary | 4,613 | 1.7 |
| Total | 7,702 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 7,702 | 3.0 |
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|---|---|---|
|
St Germain Investment Management Inc
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|
MA | 3.1 |
|
Donaldson Capital Management LLC
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IN | 3.1 |
|
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|
BT Family Office LLC
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Compound Planning Inc
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The Retirement Planning Group LLC
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|
Flagship Harbor Advisors LLC
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MA | 3.0 |
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XML Financial LLC
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MD | 3.0 |
|
Heritage Financial Services LLC
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|
MA | 3.0 |
|
Hoisington Investment Management Co
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|
TX | 3.0 |