SAGE, RUTTY & CO., INC.
CRD #3254 SEC #801-35917 ROCHESTER, NY 585-232-3760
SEC Registered Broker-Dealer
Total AUM
$3B
Discretionary
$1.3B
Employees
39
Clients
51
Accounts
7,702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $3B | $1.3B | $1.7B | 39 | 60 |
| Mar 2025 | $3B | $1.3B | $1.7B | 39 | 60 |
| Oct 2024 | $2.5B | $971.5M | $1.5B | 39 | 100 |
| Mar 2024 | $2.5B | $971.5M | $1.5B | 39 | 100 |
| Jan 2024 | $2B | $752.5M | $1.2B | 25 | 100 |
| Oct 2023 | $2B | $752.5M | $1.2B | 25 | 100 |
| Mar 2023 | $2B | $752.5M | $1.2B | 25 | 100 |
| Jan 2023 | $2.1B | $701.4M | $1.4B | 25 | 100 |
| Mar 2022 | $2.1B | $701.4M | $1.4B | 25 | 100 |
| Mar 2021 | $1.8B | $453M | $1.3B | 25 | 100 |
| Jun 2020 | $1.5B | $140.9M | $1.3B | 25 | 100 |
| Mar 2020 | $1.5B | $140.9M | $1.3B | 25 | 100 |
| Mar 2019 | $1.1B | $40.8M | $1B | 25 | 100 |
| Mar 2018 | $971.6M | $21.5M | $950.1M | 25 | 50 |
| Mar 2017 | $855.1M | $2M | $853.1M | 25 | 3,700 |
| Mar 2016 | $714.4M | $0 | $714.4M | 25 | 3,700 |
| Mar 2015 | $712.9M | $0 | $712.9M | 25 | 3,300 |
| Nov 2014 | $622.9M | $0 | $622.9M | 25 | 2,700 |
| Aug 2014 | $622.9M | $0 | $622.9M | 25 | 2,700 |
| Mar 2014 | $622.9M | $0 | $622.9M | 25 | 2,700 |
| Jan 2014 | $471.7M | $2.3M | $469.4M | 26 | 2,400 |
| Mar 2013 | $471.7M | $2.3M | $469.4M | 26 | 2,400 |
| Oct 2012 | $354.2M | $5.8M | $348.4M | 11 | 2,000 |
| Apr 2012 | $354.2M | $5.8M | $348.4M | 11 | 2,000 |
| Mar 2012 | $354.2M | $5.8M | $348.4M | 11 | 2,000 |
| May 2011 | $376.7M | $11.1M | $365.6M | -- | -- |
| Mar 2011 | $376.7M | $11.1M | $365.6M | -- | -- |
| Mar 2009 | $224M | $44.2M | $179.8M | -- | -- |
| Jun 2007 | $267.4M | $59.3M | $208M | -- | -- |
| Mar 2007 | $267.4M | $59.3M | $208M | -- | -- |
| Mar 2007 | $233.1M | $71.4M | $161.7M | -- | -- |
| Dec 2006 | $233.1M | $71.4M | $161.7M | -- | -- |
| Mar 2006 | $233.1M | $204.6M | $28.5M | -- | -- |
| Jan 2005 | $199.3M | $148.4M | $50.8M | -- | -- |
| Mar 2004 | $199.3M | $148.4M | $50.8M | -- | -- |
| Mar 2002 | $124.7M | $95M | $29.7M | -- | -- |
DateAug 2025
Total AUM$3B
Discretionary$1.3B
Non-Disc.$1.7B
Employees39
Clients60
DateMar 2025
Total AUM$3B
Discretionary$1.3B
Non-Disc.$1.7B
Employees39
Clients60
DateOct 2024
Total AUM$2.5B
Discretionary$971.5M
Non-Disc.$1.5B
Employees39
Clients100
DateMar 2024
Total AUM$2.5B
Discretionary$971.5M
Non-Disc.$1.5B
Employees39
Clients100
DateJan 2024
Total AUM$2B
Discretionary$752.5M
Non-Disc.$1.2B
Employees25
Clients100
DateOct 2023
Total AUM$2B
Discretionary$752.5M
Non-Disc.$1.2B
Employees25
Clients100
DateMar 2023
Total AUM$2B
Discretionary$752.5M
Non-Disc.$1.2B
Employees25
Clients100
DateJan 2023
Total AUM$2.1B
Discretionary$701.4M
Non-Disc.$1.4B
Employees25
Clients100
DateMar 2022
Total AUM$2.1B
Discretionary$701.4M
Non-Disc.$1.4B
Employees25
Clients100
DateMar 2021
Total AUM$1.8B
Discretionary$453M
Non-Disc.$1.3B
Employees25
Clients100
DateJun 2020
Total AUM$1.5B
Discretionary$140.9M
Non-Disc.$1.3B
Employees25
Clients100
DateMar 2020
Total AUM$1.5B
Discretionary$140.9M
Non-Disc.$1.3B
Employees25
Clients100
DateMar 2019
Total AUM$1.1B
Discretionary$40.8M
Non-Disc.$1B
Employees25
Clients100
DateMar 2018
Total AUM$971.6M
Discretionary$21.5M
Non-Disc.$950.1M
Employees25
Clients50
DateMar 2017
Total AUM$855.1M
Discretionary$2M
Non-Disc.$853.1M
Employees25
Clients3,700
DateMar 2016
Total AUM$714.4M
Discretionary$0
Non-Disc.$714.4M
Employees25
Clients3,700
DateMar 2015
Total AUM$712.9M
Discretionary$0
Non-Disc.$712.9M
Employees25
Clients3,300
DateNov 2014
Total AUM$622.9M
Discretionary$0
Non-Disc.$622.9M
Employees25
Clients2,700
DateAug 2014
Total AUM$622.9M
Discretionary$0
Non-Disc.$622.9M
Employees25
Clients2,700
DateMar 2014
Total AUM$622.9M
Discretionary$0
Non-Disc.$622.9M
Employees25
Clients2,700
DateJan 2014
Total AUM$471.7M
Discretionary$2.3M
Non-Disc.$469.4M
Employees26
Clients2,400
DateMar 2013
Total AUM$471.7M
Discretionary$2.3M
Non-Disc.$469.4M
Employees26
Clients2,400
DateOct 2012
Total AUM$354.2M
Discretionary$5.8M
Non-Disc.$348.4M
Employees11
Clients2,000
DateApr 2012
Total AUM$354.2M
Discretionary$5.8M
Non-Disc.$348.4M
Employees11
Clients2,000
DateMar 2012
Total AUM$354.2M
Discretionary$5.8M
Non-Disc.$348.4M
Employees11
Clients2,000
DateMay 2011
Total AUM$376.7M
Discretionary$11.1M
Non-Disc.$365.6M
Employees--
Clients--
DateMar 2011
Total AUM$376.7M
Discretionary$11.1M
Non-Disc.$365.6M
Employees--
Clients--
DateMar 2009
Total AUM$224M
Discretionary$44.2M
Non-Disc.$179.8M
Employees--
Clients--
DateJun 2007
Total AUM$267.4M
Discretionary$59.3M
Non-Disc.$208M
Employees--
Clients--
DateMar 2007
Total AUM$267.4M
Discretionary$59.3M
Non-Disc.$208M
Employees--
Clients--
DateMar 2007
Total AUM$233.1M
Discretionary$71.4M
Non-Disc.$161.7M
Employees--
Clients--
DateDec 2006
Total AUM$233.1M
Discretionary$71.4M
Non-Disc.$161.7M
Employees--
Clients--
DateMar 2006
Total AUM$233.1M
Discretionary$204.6M
Non-Disc.$28.5M
Employees--
Clients--
DateJan 2005
Total AUM$199.3M
Discretionary$148.4M
Non-Disc.$50.8M
Employees--
Clients--
DateMar 2004
Total AUM$199.3M
Discretionary$148.4M
Non-Disc.$50.8M
Employees--
Clients--
DateMar 2002
Total AUM$124.7M
Discretionary$95M
Non-Disc.$29.7M
Employees--
Clients--