Sonata Capital Group Inc.
Sonata Capital Group Inc. (CRD# 111277) is a financial advisory firm headquartered in Seattle, WA. They manage $299,276,610 in 185 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management299MILLION
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Total Number of Accounts185ACCOUNTS
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Average Account Value$1,617,711
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, WA
Peter Acker (CRD# 4565639) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 23 years of experience in the finance industry.
Timothy Cummins (CRD# 1719659) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has 1 year of experience in the finance industry.
David Hill (CRD# 1055841) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 41 years of experience in the finance industry.
Max McCain (CRD# 4565649) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 23 years of experience in the finance industry.
Shana Moffatt (CRD# 2913128) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 26 years of experience in the finance industry.