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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 March 31, 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

12

name start date
Aaron Keith Kvistero
October 2005
Steven Bradford Riley
February 2015
Nathan Micah Barham
March 2007
Daniel Keith Strickland
June 2011
Trevor Shawn Sutterfield
January 2000

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    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 75% or more
      Kelli Ann Barham Chief Operating Officer September, 2014 less than 5%
      Zachary Hyden Chief Compliance Officer March, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees