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About Luther S. Helms of SONATA CAPITAL GROUP

Luther S. Helms is Shareholder at Sonata Capital Group Inc and has been affiliated with Sonata Capital Group Inc since April-2000.

Sonata Capital Group Inc is an investment advisor that manages 205.8 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 117MM in positions, which represents 57% of the manager's regulatory AUM.

For more on Sonata Capital Group Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile


Top 25%
StockAlpha 3 yr performance attributed to stock picking: -1.6%/yr

Co-workers of Luther S. Helms at SONATA CAPITAL GROUP

Name Title In Position Since
Mark A. Hutcheson Shareholder April-2000
Earl N. Shulman Shareholder April-2000
Timothy R. Cummins Managing Director/Chief Compliance Officer April-2000
David F. Hill Managing Director August-2002
Charles J. Judson Shareholder August-2003

SONATA CAPITAL GROUP Month to Date Performance Details

Ticker Size Sector Stock Move Sector Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWN 8.35868% ETF 6.87% 2.67% 0.36% 0 4%
IJS 6.22321% ETF 4.35% 2.67% 0.11% 0 2%
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Luther S. Helms Office Address

2001 6TH AVE
SUITE 3410
SEATTLE, Washington

Luther S. Helms Contact Information

Phone Number: 206-256-4400
Fax Number: 206-256-4416



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