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Home > Retirement Planners > pennsylvania > doylestown > ARCHETYPE ADVISORS, LLC
ARCHETYPE ADVISORS, LLC
72 East State Street
Doylestown, Pennsylvania 18901
Tel: 215 558 5500
About ARCHETYPE ADVISORS, LLC
ARCHETYPE ADVISORS, LLC, formally registered with the SEC as ARCHETYPE ADVISORS, LLC. The firm was established in 03/01/2021. They have over 1 offices throughout the country.
ARCHETYPE ADVISORS, LLC is a Doylestown, Pennsylvania based Financial Planning firm with nearly $198,676,570 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156527 |
| SEC# | 801-120408 |
| Assets Managed by Firm | $198,676,570 |
| No. of Clients | 460 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
- Other (INVESTMENT/BUSINESS CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 460 | $198,676,570 |
| Individuals (other than high net worth individuals) | 150 | $72,094,516 |
| High net worth individuals | 81 | $126,582,054 |
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