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Building 2SUTTERFIELD FINANCIAL GROUP, INC.

Map pinBARTLESVILLE, OK
Phone(918) 338-2255
NotebookSEC #801-63652
Total AUM
$274.4M
Employees
32
Clients
1,129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 SE FOURTH STREET
BARTLESVILLE
OK 74003
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
(918) 338-2255
Other Offices
4

ReceiptFinancials

Total AUM
$274.4M
Accounts
2,392
Discretionary
$263.7M
Accounts
2,280
Non-Discretionary
$10.7M
Accounts
112

ContactClients

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Individual Clients
944
AUM
$111.7M
HNW Individual Clients
45
AUM
$62.3M
Pension/Profit Sharing Plan Clients
100
AUM
$53.7M
Charitable Organization Clients
9
AUM
$8.8M
Insurance Company Clients
13
AUM
$34.9M
Corporation or Business Clients
18
AUM
$2.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKARAZCAIAILKSLAMIMNMONDNENMNVOKSDTX

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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