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| Keyboard |
| Rossjohnson & Associates LLC
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|---|---|
| CRD # | 297583 |
| SEC # | 801-118296 |
| CIK # | |
| AUM | 211.6 M (2026-03-31) |
| Employees | 4 (75% 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) | 192 | 51.0 |
| (b) Individuals (high net worth individuals) | 80 | 154.4 |
| (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 | 6.3 |
| (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 | 607 | 211.6 |
| By Discretionary | ||
| Discretionary | 605 | 205.3 |
| Non-Discretionary | 2 | 6.3 |
| Total | 607 | 211.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.6 | |
| Total | 607 | 211.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Buchanan Wealth Management LLC
✚
|
VA | 212.0 M |
|
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KY | 211.9 M |
|
ORCA Investment Management LLC
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OR | 211.7 M |
|
Silver Lake Capital Partners LLC
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TX | 211.5 M |
|
KRM Financial Planning & Wealth Management LLC
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IL | 211.5 M |
|
Virtue Asset Management LLC
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IL | 211.4 M |
|
Blue Summit Financial Group Inc
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|
CA | 211.4 M |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 211.3 M |
|
Apex Investment Group LLC
✚
|
MA | 211.1 M |
|
Pinnacle Wealth Management LLC
✚
|
CA | 211.1 M |