SUTTERFIELD FINANCIAL GROUP, INC. - Financial Advisor in Oklahoma, Bartlesville

Tel: (918) 338-2255 501 Se Fourth Street Bartlesville, Oklahoma 74003

About SUTTERFIELD FINANCIAL GROUP, INC.

SUTTERFIELD FINANCIAL GROUP, INC. is a Bartlesville, Oklahoma based financial advisory firm with nearly $202,236,034 in assets under management and provides investment advisory services for 2259 clients. There are currently 24 financial advisors at the firm.

General Information

Firm CRD#:

115652

Firm SEC#:

801-63652

Assets Under Management:

$202,236,034

No. of Clients:

2259

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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