DIVERSIFIED HUMAN SOLUTIONS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
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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