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Littlejohn Financial Services, Inc

● SEC registered since 2021CRD 155113SEC# 801-120952Roseburg, OR
Export (members)
Reg. AUM
$157.1M
Employees
6
Accounts
1,246
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 $157.1 million in regulatory assets under management and employs 6 people.
www.pinterest.com/littlejohnfinancialView on SEC.gov ↗

Littlejohn Financial Services, Inc owners & executives

1 reported
NameTitleOwnershipSince
Fred David Littlejohn ControlPrincipal, Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Littlejohn Financial Services, Inc manage?

Littlejohn Financial Services, Inc reports $157.1 million in regulatory assets under management on its Form ADV.

How many employees does Littlejohn Financial Services, Inc have?

Littlejohn Financial Services, Inc reports 6 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

Address2435 NW Kline St., Suite 200, Roseburg, OR 97471
Phone541-375-0898
Fax888-489-7557
Office hours9:00a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.1M
Non-discretionary$0
Total (RAUM)$157.1M