SOMERSET GROUP LLC of WAYZATA, MN is an SEC-registered investment adviser (CRD 160282). Regulatory assets under management: $145.6M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Arlene Jane Kielley | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | — |
| Julie Renee Toelle | MEMBER, TREASURER, OPERATIONS MANAGER | — |
| MURPHY JOHN MOYLAN | MEMBER, CHIEF EXECUTIVE OFFICER, PORTFOLIO MANAGER; MEMBER, PRESIDENT; PRESIDENT | — |
| KIELLEY ARLENE JANE | MEMBER, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER; MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER; PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | — |
| SPOO ABBEY MARLANA | MEMBER, CORPORATE SECRETARY, PORTFOLIO MANAGER; MEMBER, PORTFOLIO MANAGER; PORTFOLIO MANAGER | — |
| TOELLE JULIE RENEE | MEMBER, OPERATIONS MANAGER; MEMBER, TREASURER, OPERATIONS MANAGER; OPERATIONS MANAGER | — |
| Cynthia Anne Hansen | EXECUTIVE VICE PRESIDENT | — |