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Archetype Advisors, LLC

● SEC registered since 2021CRD 156527SEC# 801-120408Doylestown, PA
Export (members)
Reg. AUM
$195M
Employees
4
Accounts
480
Location
Doylestown, PA

Archetype Advisors, LLC assets under management

Archetype Advisors, LLC is a registered investment adviser overseen by the SEC based in Doylestown, PA. The firm has been registered since 2021. It reports $195 million in regulatory assets under management and employs 4 people.
www.archetypeadvisor.comView on SEC.gov ↗

Archetype Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Lahr, LLC ControlManaging MemberOver 75%2011
William Joseph Lahr ControlPresident & Chief Compliance OfficerUnder 5%2011
William Joseph Lahr ControlManaging MemberOver 75%2011

Frequently asked questions

How much does Archetype Advisors, LLC manage?

Archetype Advisors, LLC reports $195 million in regulatory assets under management on its Form ADV.

How many employees does Archetype Advisors, LLC have?

Archetype Advisors, LLC reports 4 employees.

Where is Archetype Advisors, LLC located?

Archetype Advisors, LLC is based in Doylestown, PA and has been SEC-registered since 2021.

Does Archetype Advisors, LLC disclose fund performance?

Archetype Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address72 East State Street, Doylestown, PA 18901
Phone215 558 5500
Fax215 558 5499
Office hours9:00 a.m. - 4:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$195M
Non-discretionary$0
Total (RAUM)$195M