Overview
Assets Under Management: $171 million
Headquarters: ROSEBURG, OR
High-Net-Worth Clients: 39
Average Client Assets: $1.6 million
Frequently Asked Questions
LITTLEJOHN FINANCIAL SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155113), LITTLEJOHN FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
LITTLEJOHN FINANCIAL SERVICES INC is headquartered in ROSEBURG, OR.
LITTLEJOHN FINANCIAL SERVICES INC serves 39 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, LITTLEJOHN FINANCIAL SERVICES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
LITTLEJOHN FINANCIAL SERVICES INC manages $171 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, LITTLEJOHN FINANCIAL SERVICES INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.99%
Average Client Assets: $1.6 million
Total Client Accounts: 1,236
Discretionary Accounts: 1,236
Regulatory Filings
CRD Number: 155113
Filing ID: 2050028
Last Filing Date: 2026-02-19 11:14:45