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| Sage Rutty & Co Inc
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| |
|---|---|
| CRD # | 3254 |
| SEC # | 801-35917 |
| CIK # | 0000086172, 0000858401 |
| AUM | $2.5 BB (2024-03-28) |
| Employees | 25 (100% Investors, 100% Brokers) |
| Phone | 585-232-3760 |
| Address | 100 Corporate Woods Rochester, NY 14623 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,366 | 1.6 |
| (b) Individuals (high net worth individuals) | 747 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 31 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 136 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6,280 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,981 | 0.8 |
| Non-Discretionary | 4,299 | 1.2 |
| Total | 6,280 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 6,280 | 2.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arvest Investments Inc
✚
|
AR | 2.6 |
|
SCF Investment Advisors Inc
✚
|
CA | 2.6 |
|
Regal Investment Advisors LLC
✚
|
MI | 2.6 |
|
Team Hewins LLC
✚
|
CA | 2.5 |
|
Heritage Financial Services LLC
✚
|
MA | 2.5 |
|
Corecap Advisors LLC
✚
|
MI | 2.5 |
|
Flagship Harbor Advisors LLC
✚
|
MA | 2.4 |
|
Investment Consulting Group Inc
✚
|
IA | 2.4 |
|
Grove Point Advisors LLC
✚
|
MD | 2.4 |
|
Capital Counsel LLC
✚
|
NY | 2.3 |