Overview
Assets Under Management: $299 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 98
Average Client Assets: $3 million
Frequently Asked Questions
SONATA CAPITAL GROUP 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 #111277), SONATA CAPITAL GROUP INC is subject to fiduciary duty under federal law.
SONATA CAPITAL GROUP INC is headquartered in SEATTLE, WA.
SONATA CAPITAL GROUP INC serves 98 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, SONATA CAPITAL GROUP INC offers portfolio management for individuals. View all service details ↓
SONATA CAPITAL GROUP INC manages $299 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SONATA CAPITAL GROUP INC serves high-net-worth individuals. View client details ↓
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