|
⚲
|
| Rossjohnson & Associates LLC
✚
|
|
|---|---|
| CRD # | 297583 |
| SEC # | 801-118296 |
| CIK # | |
| AUM | $130.2 MM (2023-03-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 763-560-2127 |
| Address | 3380 Annapolis Lane Plymouth, MN 55447 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 46.8 |
| (b) Individuals (high net worth individuals) | 41 | 83.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 130.2 |
| By Discretionary | ||
| Discretionary | 426 | 125.9 |
| Non-Discretionary | 2 | 4.3 |
| Total | 428 | 130.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.2 | |
| Total | 428 | 130.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Golden Green Inc
✚
|
SC | 0.1 |
|
401K Generation
✚
|
FL | 0.1 |
|
Griffith & Werner Inc
✚
|
GA | 0.1 |
|
Aspen Private Advisors LLC
✚
|
SD | 0.1 |
|
Hartmann Taylor Wealth Management LLC
✚
|
TX | 0.1 |
|
Miami Valley Portfolio Management Inc
✚
|
OH | 0.1 |
|
EQ Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Barker Wealth Management LLC
✚
|
WA | 0.1 |
|
Greenberg Gary Louis
✚
|
MN | 0.1 |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 0.1 |