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

More Retirement Planning firms in Plymouth, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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