Rossjohnson & Associates, LLC
● SEC registered since 2020CRD 297583SEC# 801-118296Plymouth, MN
Reg. AUM
$211.6M
Employees
4
Accounts
607
Location
Plymouth, MN
About Rossjohnson & Associates
Ross Johnson & Associates specializes in wealth accumulation, distribution, and conservation across all phases of personal financial planning. It provides continuous monitoring and resources intended to help clients define and achieve financial success.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Patrick Terrence Ross Control | Owner And Chief Compliance Officer | Over 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
| Address | 3380 Annapolis Lane, N B-100, Plymouth, MN 55447 |
| Phone | 763-560-2127 |
| Fax | N/A |
| Office hours | 8:00a.m. - 6:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.6M▲ 41%
Jan '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$211.6Mregulatory AUM
Discretionary $205.3MNon-discretionary $6.3M