FIRM PROFILE

SAGE, RUTTY & CO., INC.

CRD 3254 · Source month: August 2026

Reported business facts

CRD number: 3254Reported in SEC monthly data
Legal name: SAGE, RUTTY & CO., INC.Reported in SEC monthly data
Regulatory assets under management: $3,457,800,076.00Reported in SEC monthly data
Employees: 36Reported in SEC monthly data
Employees performing advisory functions: 33Reported in SEC monthly data
Individual clients (other than high net worth): 6,892Reported in SEC monthly data
High net worth individual clients: 1,292Reported in SEC monthly data
Banking or thrift institution clients: SuppressedReported in SEC monthly data
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: Not reportedObserved missing state
Pension and profit-sharing plan clients: SuppressedReported in SEC monthly data
Charitable organization clients: 129Reported in SEC monthly data
State or municipal government clients: SuppressedReported in SEC monthly data
Other investment adviser clients: SuppressedReported in SEC monthly data
Insurance company clients: SuppressedReported in SEC monthly data
Sovereign wealth fund or foreign official clients: SuppressedReported in SEC monthly data
Corporation or other business clients: 300Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

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