Somerset Group LLC
Legal Name: SOMERSET GROUP LLC
15600 WAYZATA BLVD, SUITE 304, WAYZATA, MN
Full Contact Details
Other Info
Somerset Group LLC is legally known as SOMERSET GROUP LLC. It is a MN Limited Liability Company. This firm has 5 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 17, 2012.
Direct Owners
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ARLENE JANE KIELLEY
MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER owns more than 25% but less than 50%
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JOHN MOYLAN MURPHY
MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER owns more than 25% but less than 50%
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JULIE RENEE TOELLE
MEMBER, TREASURER, OPERATIONS MANAGER owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 12, 2019
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