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DEFIANT FINANCIAL SERVICES LLC
CRD 314403
30400 DETROIT ROAD, SUITE 305, WESTLAKE, OH, 44145, United States
Phone
440-385-0208
Fax
888-505-5254
Registration
— (—)
Source
State registered
Total AUM
$83.2M
Discretionary AUM
$83.2M
Team
1 total employees; 1 advisory reps; 180 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $62.3M |
| High net worth individuals | 40 | $18.6M |
| Pension/profit sharing plans | 1 | $2.2M |
| Corporations/business entities | 3 | $45K |
All web addresses on file
Official SEC filing: View on IAPD