DPH Financial
Firm details
- Headquarters
- ,
- CRD number
- 174893
- Website
- www.dphfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DPH Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families and offers financial planning and portfolio management for individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-AUM component as well as hourly, fixed-fee and other billing approaches. DPH Financial does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
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
- Public Funds/Mutual Funds58%
- Exchange Traded Equities35%
- Non-Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Debra Hartsfield
PrincipalCRD 2575307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Align Financial Planning
RIASouthern Pines, NC
Highline Private Wealth, LLC
RIAAustin National Financial Services
RIAAustin, TX
Luther Wealth Management
RIAIngeniq Capital
RIABedford, MA