Diversified Human Solutions
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 167854
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Diversified Human Solutions is a small corporate adviser that combines advisory work with insurance brokerage. The firm reports serving institutional clients while offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It describes itself as a capital allocator and charges clients via a combination of percentage-of-AUM and fixed-fee arrangements. The firm is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1Matthew Tae
PrincipalCRD 5907129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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