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).

Current Firm Details
2001 6th Ave, Suite 3410, Seattle, WA 98121
http://sonatacapital.com
By the Numbers
  • Total Assets Under Management
    299
    MILLION
  • Total Number of Accounts
    185
    ACCOUNTS
  • Average Account Value
    $1,617,711
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
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 Acker, financial advisor Seattle WA
Peter G. Acker
CRD#: 4565639
2001 6th Avenue, Suite 3410, Seattle, WA 98121

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.

2
Timothy Cummins, financial advisor Seattle WA
Timothy R. Cummins
CRD#: 1719659
2001 6th Avenue, Suite 3410, Seattle, WA 98121

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.

3
David Hill, financial advisor Seattle WA
David F. Hill
CRD#: 1055841
2001 6th Avenue Suite 3410, Seattle, WA 98121

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.

4
Max McCain, financial advisor Seattle WA
Max M. McCain
CRD#: 4565649
2001 6th Avenue, Suite 3410, Seattle, WA 98121

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.

5
Shana Moffatt, financial advisor Seattle WA
Shana A. Moffatt
CRD#: 2913128
2001 6th Avenue, Suite 3410, Seattle, WA 98121

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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