Overview
Assets Under Management: $393 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 85
Average Client Assets: $3.2 million
Frequently Asked Questions
SUTTON WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145359), SUTTON WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
SUTTON WEALTH ADVISORS, INC. is headquartered in TAMPA, FL.
SUTTON WEALTH ADVISORS, INC. serves 85 high-net-worth clients according to their SEC filing dated January 02, 2024. View client details ↓
According to their SEC Form ADV, SUTTON WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SUTTON WEALTH ADVISORS, INC. manages $393 million in client assets according to their SEC filing dated January 02, 2024.
According to their SEC Form ADV, SUTTON WEALTH ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.01%
Average Client Assets: $3.2 million
Total Client Accounts: 632
Discretionary Accounts: 627
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 145359
Filing ID: 1808238
Last Filing Date: 2024-01-02 15:49:00