|Sutterfield Financial Group, Inc. is a RIA based in Bartlesville, OK with $143M in AUM and with 14 advisors nationwide. Trevor Shawn Sutterfield is the majority owner of the firm and has been in this role with the firm since 1999.|
|Jeremy C Tims||Oct 2005|
|Nicholas Ernest Mock||Mar 2012|
|Trevor Shawn Sutterfield||Jan 2000|
|Nicholas George Barlas||Feb 2009|
|Gopi Krishna Vungarala||Jan 2010|
*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.
- Trevor Shawn Sutterfield (75% or more)
*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.
|Trevor Shawn Sutterfield||President/Chief Compliance Officer||06/01/1999|
No firm affiliates listed.
501 SE Fourth Street
Bartlesville , OK 74003
|Phone Number:||(918) 338-2255|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees