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Building 2LITTLEJOHN FINANCIAL SERVICES INC

Map pinROSEBURG, OR
Phone541-375-0898
NotebookSEC #801-120952
Total AUM
$171.3M
Employees
8
Clients
561

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 WEST HARVARD AVENUE
SUITE 100
ROSEBURG
OR 97471
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
541-375-0898
Other Offices
1

ReceiptFinancials

Total AUM
$171.3M
Accounts
1,236
Discretionary
$171.3M
Accounts
1,236
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
516
AUM
$100M
HNW Individual Clients
39
AUM
$63.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Charitable Organization Clients
5
AUM
$4.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
AZCAIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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