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Building 2ROSSJOHNSON & ASSOCIATES, LLC

Map pinPLYMOUTH, MN
Phone763-560-2127
NotebookSEC #801-118296
Total AUM
$211.6M
Employees
4
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3380 ANNAPOLIS LANE
N B-100
PLYMOUTH
MN 55447
United States
Operating Hours
8:00AM - 6:00PM
Monday - Friday
Phone
763-560-2127

ReceiptFinancials

Total AUM
$211.6M
Accounts
607
Discretionary
$205.3M
Accounts
605
Non-Discretionary
$6.3M
Accounts
2

ContactClients

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Individual Clients
192
AUM
$51M
HNW Individual Clients
80
AUM
$154.4M
Pension/Profit Sharing Plan Clients
2
AUM
$6.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMIMNNENHTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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