ARCHETYPE ADVISORS, LLC - Financial Advisor in Pennsylvania, Doylestown

Tel: 215 558 5500 72 East State Street Doylestown, Pennsylvania 18901

About ARCHETYPE ADVISORS, LLC

ARCHETYPE ADVISORS, LLC is a Doylestown, Pennsylvania based financial advisory firm with nearly $198,676,570 in assets under management and provides investment advisory services for 460 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

156527

Firm SEC#:

801-120408

Assets Under Management:

$198,676,570

No. of Clients:

460

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Fixed fees

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