Sutterfield Financial Group, Inc.

Sutterfield Financial Group, Inc. (CRD# 115652) is a financial advisory firm headquartered in Bartlesville, OK. They manage $202,236,034 in 2,259 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
501 Se Fourth Street, Bartlesville, OK 74003
http://www.longviewfinancialsolutions.com
By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    2,259
    ACCOUNTS
  • Average Account Value
    $89,525
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, IA, IL, KS, LA, MI, MN, MO, ND, NE, NM, NV, OK, SD, TX

Financial Advisors at Sutterfield Financial Group, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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