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SAGE, RUTTY & CO., INC.

ROCHESTER, NY · CRD 3254 · IAPD ↗ · 585-232-3760

$3.46BRegulatory AUM
33Advisory reps
36Employees
60Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2025 — SAGE, RUTTY & CO., INC. changed its website from sageruttyuniversity.com to sagerutty401k.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
April 2024 — SAGE, RUTTY & CO., INC. reported RAUM up 26% ($1.95B -> $2.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2024 — SAGE, RUTTY & CO., INC. grew from 25 to 39 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.