SUTTERFIELD FINANCIAL GROUP, INC.

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

About SUTTERFIELD FINANCIAL GROUP, INC.

SUTTERFIELD FINANCIAL GROUP, INC, formally registered with the SEC as SUTTERFIELD FINANCIAL GROUP, INC. The firm was established in 01/03/2005. They have over 5 offices throughout the country.

SUTTERFIELD FINANCIAL GROUP, INC. is a Bartlesville, Oklahoma based Financial Planning firm with nearly $202,236,034 assets under management, offering retirement planning & investment advisory services to 2259 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115652
SEC#	801-63652
Assets Managed by Firm	$202,236,034
No. of Clients	2259
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	2259	$202,236,034
Individuals (other than high net worth individuals)	919	$90,220,532
High net worth individuals	69	$33,968,843
Pension and profit sharing plans	96	$36,202,254
Charitable organizations	8	$5,414,742
Corporations or other businesses	17	$5,319,282

More Retirement Planning firms in Bartlesville, Oklahoma:

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EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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