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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