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RossJohnson & Associates
RossJohnson & Associates is an SEC-registered investment adviser in Plymouth, MN, since 2020. The firm manages $212 million in assets, $205 million on a...
RossJohnson & Associates
RossJohnson & Associates is an SEC-registered investment adviser in Plymouth, MN, since 2020. The firm manages $212 million in assets, $205 million on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Plymouth
Corporate office
3380 Annapolis Lane North, Suite B-100, Plymouth, MN 55447, United States
Principals
Patrick Ross
Founder
Sector focus
Frequently asked questions
Who runs investment and planning decisions at RossJohnson & Associates?
Patrick Ross, the founder, guides the firm's advisory and planning decisions. He brings more than 30 years of financial-services experience to the practice. The firm operates as a unified office under his direction.
What is the firm's approach to financial planning?
RossJohnson & Associates structures its service around three phases: wealth accumulation, distribution and conservation. The firm applies continuous monitoring to adjust plans as client circumstances and markets evolve, rather than treating planning as an annual or episodic event.
Is RossJohnson & Associates a single-family office or a multi-client wealth manager?
The firm operates as an independent wealth-management practice serving individual and family clients. It is not structured as a single-family office tied to one source of wealth.
Does the firm manage assets on a discretionary basis?
The publicly available information describes planning, monitoring and resource-alignment services across the financial lifecycle. The specific regulatory structure and discretionary versus non-discretionary posture are not detailed in the firm's public materials.
What is the firm's succession or continuity plan?
The firm is guided by a single founder, Patrick Ross, whose three-decade career anchors the practice. Public materials do not disclose a named successor or formal continuity structure beyond the founder's ongoing leadership.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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