SAGE, RUTTY & CO., INC.

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

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 Status	Approved
Firm CRD#	3254
SEC#	801-35917
Assets Managed by Firm	$2,465,463,619
No. of Clients	6934
No. of Advisors	39

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 Clients	AUM
Firm Total	6934	$2,465,463,619
Individuals (other than high net worth individuals)	5754	$2,044,608,980
High net worth individuals	971	$345,164,906
Charitable organizations	36	$14,053,143
Corporations or other businesses	173	$61,636,590

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