Overview
Assets Under Management: $135 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 26
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.89
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 161
Discretionary Accounts: 161
Regulatory Filings
CRD Number: 160282
Last Filing Date: 2025-02-24 00:00:00
Website: https://somerset-group.com