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Building 2ARCHETYPE ADVISORS, LLC

Map pinDOYLESTOWN, PA
Phone215 558 5500
NotebookSEC #801-120408
Total AUM
$260M
Employees
4
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
72 EAST STATE STREET
DOYLESTOWN
PA 18901
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
215 558 5500

ReceiptFinancials

Total AUM
$260M
Accounts
505
Discretionary
$260M
Accounts
505
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
170
AUM
$36.4M
HNW Individual Clients
105
AUM
$223.6M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT/BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationSRO Discipline/Expulsion/Suspension
State Registrations
COFLILLAMDNCNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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