Tech stack
No one at Sutterfield Financial Group, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $144M held · filed Jul 2024
Interactive Brokers
Per Form ADV · $30M held · filed Jul 2024
Schwab
Per Form ADV · $10M held · filed Jul 2024