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| Happy Holidays!! thanks for using AUM13F!! |
| Littlejohn Financial Services Inc
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| CRD # | 155113 |
| SEC # | 801-120952 |
| CIK # | 0002031637 |
| AUM | $157.1 M (2025-06-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 541-375-0898 |
| Address | 2435 NW Kline St Roseburg, OR 97471 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.0 | ||
| Microsoft Corp | 3.5 | ||
| Merck & Co Inc | 2.8 | ||
| Apple Inc | 2.6 | ||
| Waste Management Inc | 2.5 | ||
| Amazon Com Inc | 2.3 | ||
| Lockheed Martin Corp | 2.3 | ||
| General Dynamics Corp | 2.1 | ||
| Church & Dwight Co Inc /DE/ | 2.1 | ||
| Black Hills Corp /SD/ | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 94.4 |
| (b) Individuals (high net worth individuals) | 38 | 56.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,246 | 157.1 |
| By Discretionary | ||
| Discretionary | 1,246 | 157.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,246 | 157.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.1 | |
| Total | 1,246 | 157.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002031637] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Oceanside Advisors LLC
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|
SC | 0.2 |
|
Networth Advisors LLC
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|
PA | 0.2 |
|
High Plains Investment Advisors Inc
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TX | 0.2 |
|
360 Financial Partners LLC
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SC | 0.2 |
|
Elysium Wealth Management LLC
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|
UT | 0.2 |
|
Davis Wealth Advisors LLC
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|
NH | 0.2 |
|
APS Management Group Inc
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|
CA | 0.2 |
|
Lesa Sroufe & Company Inc
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|
WA | 0.2 |
|
Downing Street Wealth Management LLC
✚
|
CO | 0.2 |
|
Integra Financial Inc
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|
CO | 0.2 |