SONATA CAPITAL GROUP INC

2001 6th Ave
Suite 3410
Seattle, Washington 98121
Tel: 206-256-4400

About SONATA CAPITAL GROUP INC

SONATA CAPITAL GROUP INC, formally registered with the SEC as SONATA CAPITAL GROUP INC. The firm was established in 04/21/2000. They have over 1 offices throughout the country.

SONATA CAPITAL GROUP INC is a Seattle, Washington based Financial Planning firm with nearly $299,276,610 assets under management, offering retirement planning & investment advisory services to 185 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111277
SEC#	801-57515
Assets Managed by Firm	$299,276,610
No. of Clients	185
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	185	$299,276,610
Individuals (other than high net worth individuals)	86	$31,523,682
High net worth individuals	96	$265,517,468
Charitable organizations	3	$2,235,460

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