Overview
Assets Under Management: $3.0 billion
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 35
Average Client Assets: $72 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.00
Average High-Net-Worth Client Assets: $72 million
Total Client Accounts: 7,702
Discretionary Accounts: 3,089
Non-Discretionary Accounts: 4,613
Regulatory Filings
CRD Number: 3254
Filing ID: 2008935
Last Filing Date: 2025-08-11 15:43:00
Website: https://sagerutty.com