DEFIANT FINANCIAL SERVICES LLC

Overview

Defiant Financial Services LLC is an independent, single-owner registered investment adviser organized as an LLC. The firm serves both individual and family clients as well as institutional clients, and its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not operate as a capital allocator or pension consultant. An industry affiliation with a law firm is noted in the firm’s disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives