SUTTERFIELD FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$274,397,181
Discretionary
$263,729,122
Non-discretionary
$10,668,059
Firm details
- CRD number
- 115652
- SEC file number
- 801-63652
- Main office
- BARTLESVILLE, OK, United States
- Employees
- 32
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.