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Building 2ARCHETYPE ADVISORS, LLC

Map pinDOYLESTOWN, PA
Phone(888) 975-7526
NotebookSEC #801-72622
Total AUM
$21.8M
Employees
9
Clients
0

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
(888) 975-7526

ReceiptFinancials

Total AUM
$21.8M
Accounts
77
Discretionary
$21.8M
Accounts
77
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNJNYPA

HandshakeAffiliates

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

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