LITTLEJOHN FINANCIAL SERVICES INC

2435 Nw Kline St.
Suite 200
Roseburg, Oregon 97471
Tel: 541-375-0898

About LITTLEJOHN FINANCIAL SERVICES INC

LITTLEJOHN FINANCIAL SERVICES INC, formally registered with the SEC as LITTLEJOHN FINANCIAL SERVICES INC. The firm was established in 04/26/2021. They have over 2 offices throughout the country.

LITTLEJOHN FINANCIAL SERVICES INC is a Roseburg, Oregon based Financial Planning firm with nearly $157,109,720 assets under management, offering retirement planning & investment advisory services to 1246 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155113
SEC#	801-120952
Assets Managed by Firm	$157,109,720
No. of Clients	1246
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1246	$157,109,720
Individuals (other than high net worth individuals)	504	$94,427,321
High net worth individuals	38	$56,404,554
Pension and profit sharing plans	Fewer than 5 clients	$5,026,543
Charitable organizations	Fewer than 5 clients	$1,251,302

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STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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