Somerset Group LLC

Somerset Group LLC is a Minnesota Limited Liability Company with a staff of 5, three of whom serve in advisory roles. The number of clients they serve is unknown. Their SEC status shows as approved with a registration date of January 17, 2012.

• ARLENE JANE KIELLEY

  MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER owns more than 25% but less than 50%

• JOHN MOYLAN MURPHY

  MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER owns more than 25% but less than 50%

• JULIE RENEE TOELLE

  MEMBER, TREASURER, OPERATIONS MANAGER owns more than 10% but less than 25%

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• Somerset Group LLC Q4 2022 vs. Q1 2023: 13F Holdings Comparison Reveals Major Shifts

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