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Somerset Group LLC

15600 WAYZATA BLVD, SUITE 304, WAYZATA, MN

952-681-7254

952-681-7693


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.

Wealth Management | United States | Somerset Group LLC
Wealth Management | United States | Somerset Group LLC

Somerset is a comprehensive wealth management organization serving high-net worth individuals and families.


Direct Owners

  • 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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