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Rossjohnson & Associates, LLC

● SEC registered since 2020CRD 297583SEC# 801-118296Plymouth, MN
Export (members)
Reg. AUM
$211.6M
Employees
4
Accounts
607
Location
Plymouth, MN

Rossjohnson & Associates, LLC assets under management

Rossjohnson & Associates, LLC is a registered investment adviser overseen by the SEC based in Plymouth, MN. The firm has been registered since 2020. It reports $211.6 million in regulatory assets under management and employs 4 people.

Rossjohnson & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Patrick Terrence Ross ControlOwner And Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Rossjohnson & Associates, LLC manage?

Rossjohnson & Associates, LLC reports $211.6 million in regulatory assets under management on its Form ADV.

How many employees does Rossjohnson & Associates, LLC have?

Rossjohnson & Associates, LLC reports 4 employees.

Where is Rossjohnson & Associates, LLC located?

Rossjohnson & Associates, LLC is based in Plymouth, MN and has been SEC-registered since 2020.

Does Rossjohnson & Associates, LLC disclose fund performance?

Rossjohnson & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3380 Annapolis Lane, N B-100, Plymouth, MN 55447
Phone763-560-2127
FaxN/A
Office hours8:00a.m. - 6:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$211.6M▲ 41%
Jan '25 — $150.5MFeb '25 — $170.4MMar '25 — $170.4MApr '25 — $170.4MMay '25 — $170.4MJun '25 — $170.4MJul '25 — $170.4MAug '25 — $170.4MSep '25 — $170.4MOct '25 — $170.4MNov '25 — $170.4MDec '25 — $170.4MJan '26 — $170.4MFeb '26 — $170.4MMar '26 — $211.6MApr '26 — $211.6MMay '26 — $211.6MJun '26 — $211.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$211.6Mregulatory AUM
Discretionary $205.3MNon-discretionary $6.3M