|
⚲
|
| Sutterfield Financial Group Inc
✚
|
|
|---|---|
| CRD # | 115652 |
| SEC # | 801-63652 |
| CIK # | 0000115652 |
| AUM | $202.2 MM (2024-07-31) |
| Employees | 24 (54% Investors, 8% Brokers) |
| Phone | 918-338-2255 |
| Address | 501 SE Fourth Street Bartlesville, OK 74003 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 919 | 90.2 |
| (b) Individuals (high net worth individuals) | 69 | 34.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 96 | 36.2 |
| (h) Charitable organizations | 8 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 13 | 31.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,259 | 202.2 |
| By Discretionary | ||
| Discretionary | 2,126 | 193.7 |
| Non-Discretionary | 133 | 8.6 |
| Total | 2,259 | 202.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 202.0 | |
| Total | 2,259 | 202.2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Sutterfield Financial Group Inc
✚
|
OK | 0.2 |
|
Seraph Capital Associates LLC
✚
|
OK | 0.1 |
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|---|---|---|
|
Cooper Capital Advisors LLC
✚
|
CA | 0.2 |
|
Melone Private Wealth LLC
✚
|
MI | 0.2 |
|
Independence Wealth Advisors Inc
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|
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|
Roosevelt Capital Management LLC
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|
TX | 0.2 |
|
Universal Financial Advisors LLC
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|
Pinnacle Wealth Advisors Inc
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|
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|
Magnolia Capital Management Ltd
✚
|
NY | 0.2 |
|
Signature Financial Services Ltd
✚
|
IL | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Integras Partners LLC
✚
|
GA | 0.2 |