CRD: 115652
Sutterfield Financial Group, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-1999
- Office Locations
- 5
Office Locations
About Sutterfield Financial Group, Inc.
Sutterfield Financial Group (est. 1995) is a comprehensive financial planning and investment advisory firm serving individuals, families, and businesses. The team provides investment, insurance, retirement, tax/accounting, lending, and business & estate planning, and also supports advisors building more sustainable, client-centric practices. Custody options include Schwab and Fidelity/NFS.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHELLE LEE SUTTERFIELD
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
TREVOR SHAWN SUTTERFIELD
Advisor, Chief Executive Officer, President
- CRD
- #2236383
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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MICHAEL ALLEN GRAMM
--
- CRD
- #4713371
AARON Keith KVISTERO
Partner
- CRD
- #4673435
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $263,729,122 | $115,671 |
| Non-Discretionary | $10,668,059 | $95,251 |
| Total | $274,397,181 | $114,715 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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