DIVERSIFIED HUMAN SOLUTIONS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
167854
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Diversified Human Solutions operates as a corporation with a focus on providing financial planning services and portfolio management for individuals and small businesses. The firm also engages in the selection of other advisers, making it a versatile player in the financial advisory landscape. While it does not actively pursue ESG investments, it serves a diverse clientele through a fee structure that includes hourly charges and fixed fees. The firm is classified as unclassified, indicating a broad approach to its advisory activities without a specific niche.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATTHEW TAE

    PrincipalCRD 5907129

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PHILADELPHIA, PA

PHILADELPHIA

Location

PHILADELPHIA, PA

Headquartered in PHILADELPHIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
PHILADELPHIA
Address
30 S 15th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth