Somerset Group LLC

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Assets, Funds, Holdings

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CAFR Data
Somerset Group LLC
CRD #160282
SEC #801-73020
CIK #
AUM $131.3 MM (100% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone952-681-7254
Address15600 Wayzata Blvd
Wayzata, MN 55391
Source [IAPD] [Website]
Total AUM ($MM)
240192144964802011201420172020
Sector Holding Cap ($MM) Value ($MM)
MMM119,250.013.4
USB82,350.012.8
CHRW12,160.08.7
QQQ4.6
AMZN820,610.03.8
FDN3.6
MSFT865,660.02.9
WFC226,380.02.8
NEE90,610.02.8
IHI2.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
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