D
CRD: 305227
Defender Asset Management LLC
$38.1M Total AUM
$38.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2020
- Office Locations
- 1
Office Locations
-- Evanston IL
About Defender Asset Management LLC
Defender Asset Management LLC is a Evanston-based RIA. The firm has been operating for 6 years. Managing $38.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$38.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STUART JAMES MCDERMOTT
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5738918
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,089,488 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,089,488 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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