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

Explore More Retirement Advisors in Wayzata, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.