SUTTON FINANCIAL GROUP

Overview

Sutton Financial Group operates as an independent RIA organized as a sole proprietorship and owned by an individual. The firm serves both individual and family clients as well as institutional relationships. Its advisory work is delivered on a percentage-of-AUM fee basis and spans financial planning, portfolio management for individuals and small businesses, and pension consulting services. Sutton Financial Group also conducts insurance brokerage and accounting activities alongside its advisory practice. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives