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 registered investment adviser organized as a corporation and SEC-registered since 2021. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and educational seminars and workshops. Littlejohn charges fees through a mix of percentage-of-AUM arrangements, hourly billing, and fixed fees. The adviser is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a capital allocator; its model appears focused on delivering advisory and portfolio-management services across retail and institutional client segments.
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 1
Fred Littlejohn
Principal and Chief Executive OfficerCRD 4322183
Contacts
3 of 3
Justin 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 31Active vs passive
$82.5M in ETFs
92%
$75.7M
6%
$6.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $14.7M | 20,013 | 17.87% |
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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