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ARCHETYPE ADVISORS, LLC
CRD 156527 · SEC 801-120408
72 EAST STATE STREET, DOYLESTOWN, PA, 18901, United States
Phone
215 558 5500
Fax
215 558 5499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$260.0M
Discretionary AUM
$260.0M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminarsINVESTMENT/BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $36.4M |
| High net worth individuals | 105 | $223.6M |
States served
CO, IL, LA, MD, NJ, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD