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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Sage Rutty & Co Inc
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| CRD # | 3254 |
| SEC # | 801-35917 |
| CIK # | |
| AUM | $1.5 BB (10% Disc, 100% US, 2020-03-30) |
| Employees | 25 (100% Investors, 100% Brokers) |
| Phone | 585-232-3760 |
| Address | 100 Corporate Woods Rochester, NY 14623 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fintrust Capital Advisors LLC
✚
|
SC | 1.5 |
|
Stonebridge Capital Advisors LLC
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|
MN | 1.5 |
|
Huber Financial Advisors LLC
✚
|
IL | 1.5 |
|
First Heartland Consultants Inc
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|
MO | 1.5 |
|
Larson Financial Group LLC
✚
|
MO | 1.5 |
|
Avatar Investors Associates Corp
✚
|
NY | 1.5 |
|
Lucia Wealth Services LLC
✚
|
CA | 1.5 |
|
Equity Services Inc
✚
|
VT | 1.5 |
|
Bridgeworth LLC
✚
|
AL | 1.5 |
|
Stearns Financial Services Group Inc
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|
NC | 1.4 |