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SONATA CAPITAL GROUP INC
CRD 111277 · SEC 801-57515
2001 6TH AVE, SUITE 3410, SEATTLE, WA, 98121, United States
Phone
206-256-4400
Fax
206-256-4416
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$360.7M
Discretionary AUM
$360.7M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $21.7M |
| High net worth individuals | 119 | $335.6M |
| Charitable organizations | 5 | $3.3M |
States served
CA, CO, WA
All web addresses on file
Official SEC filing: View on IAPD