Timothy
Cummins

Sonata Capital Group Inc

CRD#1719659
Investment Advisor
in Seattle, WA

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About this Advisor

Timothy Cummins is a financial advisor based in Seattle, Washington, working with Sonata Capital Group Inc. Timothy has previously held a position at Sonata Capital Group, Inc. Timothy is registered to provide services in California, Colorado, and Washington. Currently, Timothy is part of Sonata Capital Group Inc, which operates out of Seattle, Washington. The firm has 5 employees and manages assets totaling $299.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Sonata Capital Group Inc includes asset-based fees.

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2001 6Th Avenue Suite 3410
Seattle, WA 98121

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Sonata Capital Group Inc Brokerage Details

Total Assets Under Management

$299,276,610

WA Average: $3,566,627,242
Total Number of Employees

5

WA Average: 46
Total Number of Accounts

185

WA Average: 1,499
Average Account Size

$1,617,711

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Timothy Cummins Work History

2000 - Present (24 years)

Sonata Capital Group, Inc

Disclosures

Please visit the SEC profile of Timothy Cummins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sonata Capital Group Inc

David Hill
Seattle, WA
Shana Moffatt
Seattle, WA
Max Mccain
Seattle, WA
Timothy Cummins
Seattle, WA
Peter Acker
Seattle, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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