Somerset is an investment advisor in Wayzata with $131.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
454103800
SEC advisor number
801-73020
FINRA CRD number
160282
AUM ?
$131.30 mm
(as of 19 Mar 19)
Accounts
227
(as of 19 Mar 19)
Employees
5
(3 investment advisory or research)
Address
Somerset
15600 WAYZATA BLVD, STE 304
WAYZATA
MN 55391
15600 WAYZATA BLVD, STE 304
WAYZATA
MN 55391
Phone
952-681-7663
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22