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SAGE, RUTTY & CO., INC.

SEC Form ADV profile.

Total regulatory AUM
$3,457,800,076
Discretionary
$1,796,182,896
Non-discretionary
$1,661,617,180

Firm details

CRD number
3254
SEC file number
801-35917
Main office
ROCHESTER, NY, United States
Employees
36
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.