Archetype Advisors, LLC
Archetype Advisors, LLC (CRD# 156527) is a financial advisory firm headquartered in Doylestown, PA. They manage $198,676,570 in 460 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management199MILLION
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Total Number of Accounts460ACCOUNTS
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Average Account Value$431,906
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
CO, FL, IL, LA, MD, NC, NJ, NY, PA, TX
Dennis Beadle (CRD# 1137908) is an Investment Advisor Representative working at Archetype Advisors, LLC in Glens Falls, NY and has over 39 years of experience in the finance industry.
Andrew Bucksner (CRD# 6431117) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 9 years of experience in the finance industry.
William Lahr (CRD# 4936279) is an Investment Advisor Representative working at Archetype Advisors, LLC in Doylestown, PA and has over 18 years of experience in the finance industry.