Overview
Assets Under Management: $135 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 26
Average Client Assets: $5 million
Frequently Asked Questions
SOMERSET GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160282), SOMERSET GROUP LLC is subject to fiduciary duty under federal law.
SOMERSET GROUP LLC is headquartered in WAYZATA, MN.
SOMERSET GROUP LLC serves 26 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, SOMERSET GROUP LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOMERSET GROUP LLC manages $135 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, SOMERSET GROUP LLC serves high-net-worth individuals. View client details ↓
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