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Sage, Rutty & Co., Inc.

● SEC registered since 1990CRD 3254SEC# 801-35917Rochester, NY
Export (members)
Reg. AUM
$3.02B
Employees
39
Accounts
7,702
Location
Rochester, NY

Sage, Rutty & Co., Inc. assets under management

Sage, Rutty & Co., Inc. operates as an SEC-registered investment adviser based in Rochester, NY. The firm has been registered since 1990. It reports $3 billion in regulatory assets under management and employs 39 people.
www.sagerutty401k.comView on SEC.gov ↗

Sage, Rutty & Co., Inc. owners & executives

22 reported
NameTitleOwnershipSince
Audrey Weller HollyShareholder10-25%1999
Chelsea Leigh ConwayDirectorUnder 5%2024
Christopher Robert HollyShareholderUnder 5%2024
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Frequently asked questions

How much does Sage, Rutty & Co., Inc. manage?

Sage, Rutty & Co., Inc. reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Sage, Rutty & Co., Inc. have?

Sage, Rutty & Co., Inc. reports 39 employees.

Where is Sage, Rutty & Co., Inc. located?

Sage, Rutty & Co., Inc. is based in Rochester, NY and has been SEC-registered since 1990.

Does Sage, Rutty & Co., Inc. disclose fund performance?

Sage, Rutty & Co., Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Corporate Woods, Suite 300, Rochester, NY 14623
Phone585-232-3760
Fax866-902-0273
Office hours8:30 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK86172
Discloses disciplinary historyNo

Assets under management

Discretionary$1.31B
Non-discretionary$1.71B
Total (RAUM)$3.02B