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Building 2SONATA CAPITAL GROUP INC

Map pinSEATTLE, WA
Phone206-256-4400
NotebookSEC #801-57515
Total AUM
$360.7M
Employees
5
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 6TH AVE
SUITE 3410
SEATTLE
WA 98121
United States
Operating Hours
6:30AM TO 3:30 PM
Monday - Friday
Phone
206-256-4400

ReceiptFinancials

Total AUM
$360.7M
Accounts
197
Discretionary
$360.7M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$21.7M
HNW Individual Clients
119
AUM
$335.6M
Charitable Organization Clients
5
AUM
$3.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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