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Home > Retirement Planners > minnesota > plymouth > ROSSJOHNSON & ASSOCIATES, LLC
ROSSJOHNSON & ASSOCIATES, LLC
3380 Annapolis Lane
N B-100
Plymouth, Minnesota 55447
Tel: 763-560-2127
About ROSSJOHNSON & ASSOCIATES, LLC
ROSSJOHNSON & ASSOCIATES, LLC, formally registered with the SEC as ROSSJOHNSON & ASSOCIATES, LLC. The firm was established in 03/24/2020. They have over 1 offices throughout the country.
ROSSJOHNSON & ASSOCIATES, LLC is a Plymouth, Minnesota based Financial Planning firm with nearly $170,415,282 assets under management, offering retirement planning & investment advisory services to 566 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297583 |
| SEC# | 801-118296 |
| Assets Managed by Firm | $170,415,282 |
| No. of Clients | 566 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 566 | $170,415,282 |
| Individuals (other than high net worth individuals) | 214 | $55,385,479 |
| High net worth individuals | 55 | $109,648,057 |
| Pension and profit sharing plans | 2 | $5,381,746 |
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| $479,793,782,427 | 2284921 | 13903 | |
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