SOMERSET GROUP LLC

WAYZATA, Minnesota·3 registered advisors·CRD# 160282
SEC# 801-730201952-681-7254
01

Firm Overview

AUM
$146M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SOMERSET GROUP LLC

3 registered advisors
Arlene Jane Kielley
WAYZATA, Minnesota
John Moylan Murphy
WAYZATA, Minnesota
Julie Renee Toelle
WAYZATA, Minnesota
05

Office Locations

WAYZATA, Minnesota
3 advisors

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Data sourced from SEC Form ADV filings. SOMERSET GROUP LLC (CRD# 160282) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.