Defiance Asset Management, LLC is a large advisory firm based in West Conshohocken. It manages $250 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.
Defiance Asset Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Defiance Asset Management, LLC is $250 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Defiance Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Robert Joseph Marcin has been acting as President since 1 Dec 2003. Mimi B Drake joined the executive team most recently as the Chief Compliance Officer.
The principal office where Defiance Asset Management, LLC performs its advisory services is located at 100 Front St Suite 920, West Conshohocken, PA 19428, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-940-5300 or by fax 610-940-5304. The normal business hours are 8:00 am - 5:30 pm on Monday - Friday.