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SOMERSET GROUP LLC
CRD 160282 · SEC 801-73020
15600 WAYZATA BLVD, SUITE 304, WAYZATA, MN, 55391, United States
Phone
952-681-7254
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$145.6M
Discretionary AUM
$145.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $7.5M |
| High net worth individuals | 24 | $138.1M |
States served
MN, FL
All web addresses on file
Official SEC filing: View on IAPD