Assets Under Management
$3.0B
Number of Clients
7,702
Number of Advisors
40
Average Client AUM
$392K
AUM per Advisor
$75.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sage Rutty & Co. is a registered investment advisor and broker/dealer. They offer wrap fee programs, financial planning, and QRP services. Services are customized to individual client needs and may include investment restrictions. They manage over $3 billion in assets.
100 Corporate Woods, Suite 300, Rochester, NY, 14623