Overview
Assets Under Management: $299 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.23
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 185
Discretionary Accounts: 185
Regulatory Filings
CRD Number: 111277
Last Filing Date: 2024-03-28 00:00:00
Website: https://sonatacap.com