SOMERSET GROUP LLC

15600 Wayzata Blvd
Suite 304
Wayzata, Minnesota 55391
Tel: 952-681-7254

About SOMERSET GROUP LLC

SOMERSET GROUP LLC, formally registered with the SEC as SOMERSET GROUP LLC. The firm was established in 01/17/2012. They have over 2 offices throughout the country.

SOMERSET GROUP LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $135,118,912 assets under management, offering retirement planning & investment advisory services to 161 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160282
SEC#	801-73020
Assets Managed by Firm	$135,118,912
No. of Clients	161
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	161	$135,118,912
Individuals (other than high net worth individuals)	28	$6,902,135
High net worth individuals	26	$128,216,777

More Retirement Planning firms in Wayzata, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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