Somerville Associates

Somerville Associates (CRD# 124214) is a financial advisory firm headquartered in , . They manage $34,514,875 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $766,997
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Somerville Associates
Showing 1 - 2 of 2 top financial advisors.
1
Edward Somerville, financial advisor Bloomfield Hills MI
Edward J. Somerville
CRD#: 5767494
4597 Broughton Drive, Bloomfield Hills, MI 48301

Edward Somerville (CRD# 5767494) is an Investment Advisor Representative working at Somerville Associates in Bloomfield Hills, MI and has over 13 years of experience in the finance industry.

2
John Somerville, financial advisor Bloomfield Hills MI
John M. Somerville
CRD#: 7500504
Bloomfield Hills, MI

John Somerville (CRD# 7500504) is an Investment Advisor Representative working at Somerville Associates in Bloomfield Hills, MI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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