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| Keyboard |
| Sage Rutty & Co Inc
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|---|---|
| CRD # | 3254 |
| SEC # | 801-35917 |
| CIK # | 0000858401, 0000086172 |
| AUM | 3,457.8 M (2026-03-24) |
| Employees | 36 (92% Investors, 94% Brokers) |
| Phone | 585-232-3760 |
| Address | 100 Corporate Woods Rochester, NY 14623 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,892 | 2.8 |
| (b) Individuals (high net worth individuals) | 1,292 | 0.5 |
| (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 | 129 | 0.1 |
| (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 | 300 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 8,163 | 3.5 |
| By Discretionary | ||
| Discretionary | 3,974 | 1.8 |
| Non-Discretionary | 4,189 | 1.7 |
| Total | 8,163 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 8,163 | 3.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 60 |
| Serves | Institutional, Retail, Research |
| LEI | 254900366XVJSFS0UF83 |
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