Somerset Advisory - Crunchbase Company Profile & Funding

Overview

Somerset Advisory

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Somerset Advisory

CB Rank

3353348

Somerset Advisory provides fiduciary wealth management and financial planning services.

Founded

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Private

Birmingham, Alabama, United States

1-10

somersetadvisory.com

Consulting

Financial Services

Wealth Management

Details

Legal Name

Somerset Advisory

Operating Status

Active

Company Type

For Profit

About the Company

Somerset Advisory offers fiduciary wealth management services, focusing on financial planning and asset allocation. The firm is associated with Hightower Advisors, LLC, a SEC-registered investment adviser. Somerset Advisory caters to Southeastern families, providing personalized investment strategies.

Phone Number

+1 888 501 2607

Contact Email

hello@somersetadvisory.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Clarities Process

A strategic wealth oversight process that aligns clients' financial decisions with their personal goals through regular sessions focused on cash flow, asset allocation, retirement, insurance, tax, investments, and estate planning.

Fiduciary Wealth Management

Comprehensive wealth management services that prioritize clients' interests, including investment management, financial planning, and ongoing advisory support without sales commissions.