Somerset Wealth Management, LLC
Somerset Wealth Management, LLC (CRD# 170213) is a financial advisory firm headquartered in Portland, OR. They manage $9,515,442 in 78 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Somerset Wealth Management, LLC
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$121,993
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, WY
Financial Advisors at Somerset Wealth Management, LLC
1
Nicholas Coccimiglio (CRD# 5524632) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Alpine, WY and has over 15 years of experience in the finance industry.
2
Thomas Hamlin (CRD# 2208505) is an Investment Advisor Representative working at Somerset Wealth Management, LLC in Portland, OR and has over 32 years of experience in the finance industry.
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