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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-26-1999
- Office Locations
- 2
Office Locations
About Somerville Associates
Somerville Associates is a Michigan-based wealth management and financial planning firm serving retail clients, including entrepreneurs. The team provides portfolio construction, asset allocation and risk management, and incorporates mutual funds, annuities, and socially responsible investing where appropriate. Primary custody is through Fidelity/NFS, with offices in West Bloomfield and Farmington Hills.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
John Marshall Somerville
Chief Compliance Officer
- CRD
- #7500504
- Ownership
- 75% or more
EDWARD JOHN SOMERVILLE
Associate, President
- CRD
- #5767494
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,358,683 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,358,683 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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