Defender Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 305227
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.34%
- Individuals9.91%
- Pension & Profit Sharing Plans5.75%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Defender Asset Management LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm primarily serves individual and family clients and bills through a mix of assets-under-management fees, hourly charges, and fixed fees. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting third‑party advisers when appropriate. Defender describes itself as a capital allocator and is not positioned as an ESG-focused or multi‑state adviser. The firm maintains an affiliation with a law firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- State & Local Bonds8%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Stuart Mcdermott
Chief Investment OfficerCRD 5738918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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