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| Keyboard |
| Sonata Capital Group Inc
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|
|---|---|
| CRD # | 111277 |
| SEC # | 801-57515 |
| CIK # | 0001172036 |
| AUM | 360.7 M (2026-03-25) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 206-256-4400 |
| Address | 2001 6th Ave Seattle, WA 98121 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.6 | ||
| Microsoft Corp | 11.2 | ||
| Amazon Com Inc | 7.6 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 73 | 21.7 |
| (b) Individuals (high net worth individuals) | 119 | 335.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 360.7 |
| By Discretionary | ||
| Discretionary | 197 | 360.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 360.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 360.7 | |
| Total | 197 | 360.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001172036] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
|
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✚
|
TX | 363.0 M |
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Pace Financial Advisors Inc
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Briggs Wealth Management Inc
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Sierra Investment Management LLC
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|
Cascade Investment Advisors Inc
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Kessler Investment Group LLC
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|
Novak & Powell Financial Services Inc
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FL | 359.5 M |
|
Washington Park Capital Management LLC
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|
OR | 359.5 M |
|
Lifeway Financial Corporation
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TX | 358.7 M |
|
Bluestem Financial Advisors LLC
✚
|
IL | 358.2 M |