LITTLEJOHN FINANCIAL SERVICES INC
Firm details
- Headquarters
- ROSEBURG, Oregon
- CRD number
- 155113
- Registered since
- April 26, 2021
- Website
- littlejohnfs.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.39%
- HNWI36.99%
- Charitable Organizations2.52%
- Pension & Profit Sharing Plans2.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Littlejohn Financial Services Inc is an independent, SEC-registered RIA that provides advisory services to both individual/family clients and institutional accounts. The firm is organized as a corporation and is owner-operated. It delivers financial planning and portfolio management across households, small businesses and institutions, and also offers pension consulting and educational seminars. Fee arrangements include percentage-of-AUM agreements as well as hourly and fixed-fee engagements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1FRED LITTLEJOHN
Principal and Chief Executive OfficerCRD 4322183
Contacts
3 of 3JUSTIN BRUGGEMAN
Associate AdvisorCRD 6450779
WESLEY HOLT
Investment Advisor RepresentativeCRD 5761795
Matthew Dickson
Associate AdvisorCRD 7379964
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$82.6M in ETFs
93%
$76.7M
6%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF (IBHF) | BlackRock | Passive | High Yield Bond | $13.7M | 597,952 | 16.61% |
Location
ROSEBURG, OR
DOUGLAS
Location
ROSEBURG, OR
Headquartered in ROSEBURG, OR, in the West of the United States.
- Region
- West
- County
- DOUGLAS
- Address
- 2000 W Harvard Ave
- Time zone
- PT (UTC-8)
- Office locations
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