Sutterfield Financial Group, Inc.
Sutterfield Financial Group, Inc. is a RIA based in Bartlesville, OK with $145M in AUM and with 13 advisors nationwide . Trevor Shawn Sutterfield is the majority owner of the firm and has been in this role with the firm since 1999.
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Firm Assets Under Management
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
*The pie chart is not drawn to scale and is simply included to make the data visually understandable.
The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
Executives and Control Persons
Affiliated Investment Advisors and Broker Dealers
No firm affiliates listed.
Principal Office & Place of Business
501 SE Fourth Street
|Other Offices Address
|3208 East 26th Street
|2294 Fm 250
|721 N. Broadway
|1499 Anne St. NW
|217 Highway 40 SW
|2010 Fantasy Lane
Firm Compensation Arrangements
Types of Compensation Arrangements
Percentage of Assets