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Sutterfield Financial Group, Inc.

● SEC registered since 2005CRD 115652SEC# 801-63652Bartlesville, OK
Export (members)
Reg. AUM
$220.8M
Employees
24
Accounts
2,280
Location
Bartlesville, OK

Sutterfield Financial Group, Inc. assets under management

Sutterfield Financial Group, Inc. is an SEC-registered investment adviser based in Bartlesville, OK. The firm has been registered since 2005. It reports $220.8 million in regulatory assets under management and employs 24 people.
www.longviewfinancialsolutions.comView on SEC.gov ↗

Sutterfield Financial Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Michelle Lee Sutterfield ControlChief Financial Officer50-75%1999
Trevor Shawn Sutterfield ControlPresident / Chief Executive Officer50-75%1999
Zachary Hyden ControlChief Compliance Officer / General CounselUnder 5%2015

Frequently asked questions

How much does Sutterfield Financial Group, Inc. manage?

Sutterfield Financial Group, Inc. reports $220.8 million in regulatory assets under management on its Form ADV.

How many employees does Sutterfield Financial Group, Inc. have?

Sutterfield Financial Group, Inc. reports 24 employees.

Where is Sutterfield Financial Group, Inc. located?

Sutterfield Financial Group, Inc. is based in Bartlesville, OK and has been SEC-registered since 2005.

Does Sutterfield Financial Group, Inc. disclose fund performance?

Sutterfield Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address501 SE Fourth Street, Bartlesville, OK 74003
Phone(918) 338-2255
Fax(918) 338-2242
Office hours8a.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK115652
Discloses disciplinary historyNo

Assets under management

Discretionary$211.3M
Non-discretionary$9.5M
Total (RAUM)$220.8M