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DEFREHN CONSULTING

SEAN LOUIS DEFREHN

CRD 138968

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$75.4M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals73$10.5M
High net worth individuals15$16.8M

All web addresses on file

Official SEC filing: View on IAPD