Littlejohn Financial Services, Inc
● SEC registered since 2021CRD 155113SEC# 801-120952Roseburg, OR
Reg. AUM
$171.3M
Employees
8
Accounts
1,236
Location
Roseburg, OR
Littlejohn Financial Services, Inc assets under management
Littlejohn Financial Services, Inc is an investment advisory firm registered with the SEC based in Roseburg, OR. The firm has been registered since 2021. It reports $171.3 million in regulatory assets under management and employs 8 people.
Littlejohn Financial Services, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fred David Littlejohn Control | Principal, Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Littlejohn Financial Services, Inc manage?
Littlejohn Financial Services, Inc reports $171.3 million in regulatory assets under management on its Form ADV.
How many employees does Littlejohn Financial Services, Inc have?
Littlejohn Financial Services, Inc reports 8 employees.
Where is Littlejohn Financial Services, Inc located?
Littlejohn Financial Services, Inc is based in Roseburg, OR and has been SEC-registered since 2021.
Does Littlejohn Financial Services, Inc disclose fund performance?
Littlejohn Financial Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 West Harvard Avenue, Suite 100, Roseburg, OR 97471 |
| Phone | 541-375-0898 |
| Fax | 888-489-7557 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$171.3M▲ 9%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$171.3Mregulatory AUM
Discretionary $171.3M