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ROSSJOHNSON & ASSOCIATES, LLC
CRD 297583 · SEC 801-118296
3380 ANNAPOLIS LANE, N B-100, PLYMOUTH, MN, 55447, United States
Phone
763-560-2127
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.6M
Discretionary AUM
$205.3M
Team
4 total employees; 3 advisory reps; 25 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Commissions
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $51.0M |
| High net worth individuals | 80 | $154.4M |
| Pension/profit sharing plans | 2 | $6.3M |
States served
IL, MI, MN, NE, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD