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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Rossjohnson & Associates LLC
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|---|---|
| CRD # | 297583 |
| SEC # | 801-118296 |
| CIK # | |
| AUM | $170.4 M (2025-06-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 763-560-2127 |
| Address | 3380 Annapolis Lane Plymouth, MN 55447 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 55.4 |
| (b) Individuals (high net worth individuals) | 55 | 109.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 566 | 170.4 |
| By Discretionary | ||
| Discretionary | 564 | 165.0 |
| Non-Discretionary | 2 | 5.4 |
| Total | 566 | 170.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.4 | |
| Total | 566 | 170.4 |
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|---|---|---|
|
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TX | 0.2 |
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Granite Financial Group LLC
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Clarity Wealth Development LLC
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OR | 0.2 |
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Wharton Wealth Management LLC
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PA | 0.2 |
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Robinson Value Management Ltd
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TX | 0.2 |
|
Apex Wealth Management LLC
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NH | 0.2 |
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George M Hiller Companies LLC
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GA | 0.2 |
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Smartharvest Portfolios LLC
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0.2 | |
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McBride Financial Advisors LLC
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0.2 | |
|
Golden Road Advisors LLC
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FL | 0.2 |