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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.
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $10.5M |
| High net worth individuals | 15 | $16.8M |
All web addresses on file
Official SEC filing: View on IAPD