John
Murphy

Somerset Group LLC

CRD#2240158
Investment Advisor
in Boca Grande, FL

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About this Advisor

John Murphy is a financial advisor based in Boca Grande, Florida, working with Somerset Group LLC. John has previously held a position at Somerset Group LLC and is registered to provide services in Minnesota. Currently, John is part of Somerset Group LLC, which operates out of Boca Grande, Florida. The firm has 1 office and 3 employees. The firm manages assets totaling $145.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Somerset Group LLC includes asset-based fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

375 Park Avenue Suite 1
Boca Grande, FL 33921

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Somerset Group LLC Brokerage Details

Total Assets Under Management

$145,620,804

FL Average: $5,289,111,388
Total Number of Employees

3

FL Average: 157
Total Number of Accounts

168

FL Average: 8,262
Average Account Size

$866,790

FL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

John Murphy Work History

2011 - Present (13 years)

Somerset Group LLC

Disclosures

Please visit the SEC profile of John Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Somerset Group LLC

Arlene Kielley
Wayzata, MN
Julie Toelle
Boca Grande, FL
John Murphy
Boca Grande, FL
Cynthia Hansen
Wayzata, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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