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| Littlejohn Financial Services Inc
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|---|---|
| CRD # | 155113 |
| SEC # | 801-120952 |
| CIK # | 0002031637 |
| AUM | 171.3 M (2026-02-19) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 541-375-0898 |
| Address | 2000 West Harvard Avenue Roseburg, OR 97471 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Baker Hughes A GE Co | 3.0 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| Merck & Co Inc | 2.9 | ||
| Waste Management Inc | 2.8 | ||
| Wal Mart Stores Inc | 2.8 | ||
| Ace Ltd | 2.8 | ||
| McDonalds Corp | 2.6 | ||
| Visa Inc | 2.5 | ||
| Apple Inc | 2.4 | ||
| CF Industries Holdings Inc | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 100.0 |
| (b) Individuals (high net worth individuals) | 39 | 63.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.6 |
| (h) Charitable organizations | 5 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,236 | 171.3 |
| By Discretionary | ||
| Discretionary | 1,236 | 171.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,236 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.3 | |
| Total | 1,236 | 171.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002031637] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail, Research |
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