Sonata Capital Group Inc.

Sonata Capital Group Inc. (CRD# 111277) is a financial advisory firm headquartered in Seattle, WA. They manage $206,723,285 in 386 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $535,553
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, WA

Financial Advisors at Sonata Capital Group Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Peter G. Acker
CRD#: 4565639
2001 6th Avenue, Suite 3410, Seattle, WA 98121
93
Wealthminder
score

Peter Acker (CRD# 4565639) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 15 years of experience in the finance industry.

2
David F. Hill
CRD#: 1055841
2001 6th Avenue Suite 3410, Seattle, WA 98121
93
Wealthminder
score

David Hill (CRD# 1055841) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 34 years of experience in the finance industry.

3
Max M. McCain
CRD#: 4565649
2001 6th Avenue, Suite 3410, Seattle, WA 98121
93
Wealthminder
score

Max McCain (CRD# 4565649) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 16 years of experience in the finance industry.

4
Shana A. Moffatt
CRD#: 2913128
2001 6th Avenue, Suite 3410, Seattle, WA 98121
93
Wealthminder
score

Shana Moffatt (CRD# 2913128) is an Investment Advisor Representative working at Sonata Capital Group Inc. in Seattle, WA and has over 19 years of experience in the finance industry.

5
Timothy R. Cummins
CRD#: 1719659
2001 6th Avenue, Suite 3410, Seattle, WA 98121
87
Wealthminder
score

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.

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