Somerset Group LLC

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Assets, Funds, Holdings

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Somerset Group LLC
CRD #160282
SEC #801-73020
CIK #0001597099, 0001567912
AUM $138.1 MM (100% Disc, 100% US, 2020-03-04)
Employees 4 (50% Investors, 0% Brokers)
Phone952-681-7254
Address15600 Wayzata Blvd
Wayzata, MN 55391
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002010201320172021
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MMM 111.0 0.0
USB 73.9 0.0
CHRW 11.0 0.0
AMZN 733.6 0.0
MSFT 747.7 0.0
AAPL 674.8 0.0
BSX 48.9 0.0
TRV 31.7 0.0
DIS 163.2 0.0
BX 35.8 0.0
View All
Holdings by Sector ($BB)
1108866442202011201420172021
EDGAR Form CIK 2011 - 2021
13F-HR [0001567912]
13F-HR [0001597099]
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United Wealth Management LLC
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