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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 $129,146,490 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156527 |
| SEC# | 801-120408 |
| Assets Managed by Firm | $129,146,490 |
| No. of Clients | 438 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 438 | $129,146,490 |
| Individuals (other than high net worth individuals) | 130 | $34,978,030 |
| High net worth individuals | 61 | $94,168,460 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
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| $299,191,714,649 | 634470 | 2124 |
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