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LITTLEJOHN FINANCIAL SERVICES INC
LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113 · SEC 801-120952
2000 WEST HARVARD AVENUE, SUITE 100, ROSEBURG, OR, 97471, United States
Phone
541-375-0898
Fax
888-489-7557
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.3M
Discretionary AUM
$171.3M
Team
8 total employees; 4 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 516 | $100.0M |
| High net worth individuals | 39 | $63.4M |
| Charitable organizations | 5 | $4.3M |
States served
AZ, CA, ID, OR, WA, TX
All web addresses on file
- http://www.pinterest.com/littlejohnfinancial
- http://www.instagram.com/littlejohnfinancial
- https://www.facebook.com/littlejohnfinancial
- https://www.linkedin.com/company/littlejohn-financial-services/?viewAsMember=true
- https://blubrry.com/truewealth/
- https://www.youtube.com/channel/UCjsAkxR_IbihO-3079Ii0uA/featured?view_as=public
- HTTP://WWW.LITTLEJOHNFS.COM
- https://twitter.com/LittlejohnFS
Official SEC filing: View on IAPD