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Sutterfield Financial Group, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $142.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $58.4K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

Firm Client types

Advisors

Current Advisors

# of advisors

13

name start date
Aaron Keith Kvistero
October 2005
Gopi Krishna Vungarala
January 2010
Nathan Micah Barham
March 2007
Daniel Keith Strickland
June 2011
Darrel John Wick
November 2016

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Freedom Insurance, LLC -- --
    Pension Advisors, Inc. IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Trevor Shawn Sutterfield President June, 1999 25% to 50%
      Michelle Lee Sutterfield Chief Financial Officer June, 1999 25% to 50%
      Nathan Micah Barham Chief Operating Officer December, 2015 5% to 10%
      Zachary Hyden Chief Compliance Officer March, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees