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Sonata Capital Group

EST. AUM
$360,685,424

CONTACTS
4

CLIENT ACCOUNTS
197

Firm Details

Metro area Seattle
CRD Number 111277
Website sonatacap.com
Client types

Overview

Sonata Capital is a wealth management firm that offers personalized investment advisory services. Established in 2000 and headquartered in Seattle, Washington, the firm focuses on serving individuals, families, and foundations. With over 125 years of combined experience, Sonata Capital strives to build long-term relationships with clients by offering customized wealth management solutions tailored to their unique financial goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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