SONATA CAPITAL GROUP INC
CRD #111277 SEC #801-57515 SEATTLE, WA 206-256-4400
SEC Registered
Total AUM
$332.6M
Discretionary
$332.6M
Employees
5
Clients
--
Accounts
190
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $332.6M | $332.6M | $0 | 5 | 0 |
| Mar 2024 | $299.3M | $299.3M | $0 | 5 | 0 |
| Mar 2023 | $264.3M | $264.3M | $0 | 5 | 0 |
| Mar 2022 | $329.4M | $329.4M | $0 | 5 | 0 |
| Mar 2021 | $281.9M | $281.9M | $0 | 5 | 186 |
| Jul 2020 | $256.6M | $256.6M | $0 | 5 | 0 |
| Jun 2020 | $256.6M | $256.6M | $0 | 5 | 0 |
| Mar 2020 | $256.6M | $256.6M | $0 | 5 | 0 |
| Mar 2019 | $219.4M | $219.4M | $0 | 5 | 0 |
| Mar 2018 | $237.9M | $237.9M | $0 | 5 | 0 |
| Mar 2017 | $224.1M | $224.1M | $0 | 5 | 400 |
| Mar 2016 | $206.7M | $206.7M | $0 | 5 | 400 |
| Mar 2015 | $205.8M | $205.8M | $0 | 5 | 400 |
| Mar 2014 | $184.4M | $184.4M | $90 | 5 | 300 |
| Mar 2013 | $146.6M | $146.6M | $11.3K | 5 | 300 |
| Mar 2012 | $125M | $125M | $53.1K | 6 | 300 |
| Mar 2009 | $93.4M | $93.4M | $0 | 10 | -- |
| Feb 2007 | $118.2M | $118.2M | $0 | 10 | -- |
| Feb 2006 | $103.7M | $103.7M | $0 | 10 | -- |
| Sep 2005 | $93.8M | $93.8M | $0 | 5 | -- |
| Sep 2004 | $78.6M | $78.6M | $0 | 5 | -- |
| Sep 2004 | $78.6M | $78.6M | $0 | 5 | -- |
| Mar 2004 | $78.6M | $78.6M | $0 | 5 | -- |
| Mar 2002 | $111.3M | $111.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$299.3M
Discretionary$299.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$264.3M
Discretionary$264.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$281.9M
Discretionary$281.9M
Non-Disc.$0
Employees5
Clients186
DateJul 2020
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$256.6M
Discretionary$256.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$224.1M
Discretionary$224.1M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$206.7M
Discretionary$206.7M
Non-Disc.$0
Employees5
Clients400
DateMar 2015
Total AUM$205.8M
Discretionary$205.8M
Non-Disc.$0
Employees5
Clients400
DateMar 2014
Total AUM$184.4M
Discretionary$184.4M
Non-Disc.$90
Employees5
Clients300
DateMar 2013
Total AUM$146.6M
Discretionary$146.6M
Non-Disc.$11.3K
Employees5
Clients300
DateMar 2012
Total AUM$125M
Discretionary$125M
Non-Disc.$53.1K
Employees6
Clients300
DateMar 2009
Total AUM$93.4M
Discretionary$93.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$93.8M
Discretionary$93.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2004
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees5
Clients--