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https://www.sonata.capital/#:~:text=All%20the%20equity%20in%20Sonata%20Capital%27s%20funds%20has,day%2C%20seven%20days%20a%20week.%20Sonata%20Capital%20Funds
https://www.yellowpages.com/seattle-wa/mip/sonata-capital-group-19124013
Get reviews, hours, directions, coupons and more for Sonata Capital Group at 2001 6th Ave Ste 3410, Seattle, WA 98121. Search for other Investment Advisory Service in …
Sonata Capital. Sonata Capital Group was formed in 2000 with the vision to bring together a team of financial services professionals with a shared commitment to help clients achieve and maintain financial security. Our vision remains the same. Your dreams are our passion. You are our focus. With over 125 years of combined experience, we are ...
https://www.sonata.capital/
Liquidity for Investors. All the equity in Sonata Capital's funds has been tokenised so that future investors may trade their holdings directly, via an OTC broker, or on a regulated digital securities exchange, offering trading opportunities and liquidity 24 hrs a day, seven days a week.
https://investor.com/rias/sonata-capital-group-111277
Sonata Capital Group, registered in 2000, serves 3 state(s) with a licensed staff of 5 advisors. Sonata Capital Group manages $281.9 million and provides investment advisory services for 186 clients (1:38 advisor/client ratio).
https://www.dandb.com/businessdirectory/sonatacapitalgroupinc-seattle-wa-26064323.html
Sonata Capital Group Inc is incorporated in Washington. Sonata Capital Group Inc has estimated annual revenues of $170,000.00 and also employs an estimated 2 employees. Our similar businesses nearby shows similar businesses in their industry and region based on information found in their Dun & Bradstreet Credibility Review profile.
https://smartadvisormatch.com/advisor-firm-network/washington/sonata-capital-group-inc-111277
Sonata Capital Group Inc oversees all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices without needing the customer's consent. The firm's average account size is $580,612. An average advisor at Sonata Capital Group Inc manages about 88 client accounts.
https://www.gurufocus.com/news/1565971/sonata-capital-group-inc-buys-ishares-ibonds-dec-2024-term-corporate-etf-ishares-ibonds-dec-2025-term-muni-bond-etf-ishares-ibonds-dec-2024-term-muni-bond-etf-sells-costco-wholesale-corp-boeing-co-tesla-inc/?r=2
Sonata Capital Group Inc added to a holding in iShares iBonds Dec 2024 Term Corporate ETF by 32.82%. The purchase prices were between $26.17 and $26.27, with an estimated average price of $26.21. The stock is now traded at around $26.120000. The …
https://whalewisdom.com/filer/sonata-capital-group-inc
Sonata Capital Group is based out of Seattle. Sonata Capital Group is a large advisory firm with 186 clients and discretionary assets under management (AUM) of $281,915,117 (Form ADV from 2021-03-24). Their last reported 13F filing for Q3 2021 included $223,079,000 in managed 13F securities and a top 10 holdings concentration of 42.15%.
https://reports.adviserinfo.sec.gov/reports/ADV/111277/PDF/111277.pdf
Normal business hours at this location: 6:30AM TO 3:30 PM (3) Telephone number at this location: 206-256-4400 (4) Facsimile number at this location, if any: 206-256-4416 (5) What is the total number of offices, other than your principal office and place of business , at which you conduct investment advisory business as of the end of your most
https://www.msn.com/en-us/money/stockdetails/ownership/fi-a1mw1h
82.39%. Mutual Fund Ownership Institutional Ownership. Mutual Fund Name. Shares Held (% Change) % Outstanding. USAA Extended Market Index Fund. 38,147 (0.01) 0.01. John Hancock VIT - Tot.
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