SOMERSET GROUP LLC
  • SOMERSET GROUP LLC

Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 01/17/2012
ADV Location WAYZATA, MN, United States
Contact Info 952 xxxxxxx
Websites
AUM* 145,625,818 0%
of that, discretionary 145,625,818 0%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 904,508 4%
% High Net Worth 41.38% 12%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

175M 150M 125M 100M 75M 50M 25M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary